Israel Guitian

GUITIAN WEALTH MANAGEMENT

Coral Gables, FL 33134

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CRD#: 2110912

Professional summary

Israel Guitian JR, CFP®, ChFC®, CLU®, who also goes by Israel Guitan, is a registered financial advisor currently at GUITIAN WEALTH MANAGEMENT, LLC located in Coral Gables, Florida.

Israel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Israel has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Comprehensive Financial Planni...

Insurance Planning

Retirement Planning

Business Succession Planning

Investment Planning

Education Planning

Estate Planning

Are you a "fiduciary"?

Yes

Aliases

Israel Guitan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Israel Guitian JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2000

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

September 16, 2014 - Present

GUITIAN WEALTH MANAGEMENT, LLC

Office #1: 1200 Anastasia Avenue Suite 450, Coral Gables, FL 33134

RIA

CRD#: 171732

Coral Gables, FL

Past

September 21, 2009 - September 15, 2014

INDEPENDENT FINANCIAL PARTNERS

RIA

CRD#: 125112

WESTON, FL

Past

September 3, 2009 - October 8, 2014

LPL FINANCIAL LLC

CRD#: 6413

WESTON, FL

Past

February 9, 2005 - August 15, 2006

KOVACK SECURITIES INC.

RIA

CRD#: 44848

WESTON, FL

Past

February 9, 2005 - November 17, 2009

KOVACK ADVISORS, INC.

RIA

CRD#: 140808

FT. LAUDERDALE, FL

Past

February 8, 2005 - September 3, 2009

KOVACK SECURITIES INC.

CRD#: 44848

WESTON, FL

Past

January 4, 1991 - February 8, 2005

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

WESTON, FL

Past

January 1, 1991 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

January 1, 1991 - February 8, 2005

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(9/16/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/4/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/21/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/8/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/12/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/28/1990

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/17/2005

General Securities Principal Examination

Current Firm

GUITIAN WEALTH MANAGEMENT, LLC

CRD#: 171732 / SEC#:

Florida

Registered Investment Advisory firm - (9/16/2014 Approved)

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Contact information

Main Address

1200 Anastasia Avenue Suite 450, Coral Gables, FL 33134

Mailing Address

Phone number

(954) 389-7297

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	108
AUM (Assets Under Management)	$ 18,841,355

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Israel Guitian

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Israel Guitian JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENT FINANCIAL PARTNERS

LPL FINANCIAL LLC

KOVACK SECURITIES INC.

KOVACK ADVISORS, INC.

KOVACK SECURITIES INC.

PRUCO SECURITIES, LLC.

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/4/1999

Series 63

Date: 5/21/1999

SIE

Date: 10/8/2014

Series 7

Date: 5/12/1999

Series 6

Date: 12/28/1990

Series 24

Date: 6/17/2005

Current Firm

GUITIAN WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GUITIAN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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