Jose GutierrezCRD Number: 6222759
Current Firm: Principal Securities, Inc.
Jose Gutierrez (CRD# 6222759) is an Investment Advisor Representative working at Principal Securities, Inc. in Tampa, FL and has over 2 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Eaton Financial||Tampa, FL||Jun 2014 - Current||2|
|Principal Life Insurance Company||Tampa, FL||Apr 2014 - Current||2|
|Princor Financial Services Corporation||Tampa, FL||Apr 2014 - Current||2|
|Unversity Of South Florida||Tampa, FL||Aug 2013 - Apr 2014||< 1|
|Price Water House Cooper||Tampa, FL||Oct 2012 - Apr 2013||< 1|
|Channel Intelligence Inc.||Celebration, FL||Oct 2010 - Aug 2012||1|
|Utek Corporation||Tampa, FL||May 2007 - Sep 2010||3|
|Student||Tampa, FL||Apr 2004 - Apr 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV