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MG

Maria C. Gutierrez-torres

CFD INVESTMENTS
Minneola, FL
Some features on this profile are disabled
CRD#: 3272867
MG

Professional summary


Maria Carmen Gutierrez-torres, who also goes by Marie Carmen, Marie Carmen Gutierrez, Maria Del Carmen Gutierrez Torrres, Maricar Torres, Marie Carmen Torres, is a registered financial professional currently at CFD INVESTMENTS, INC. located in Minneola, Florida.

Maria is registered as a RR (Registered Representative) and started their career in finance in 2001. Maria has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marie Carmen | Marie Carmen Gutierrez | Maria Del Carmen Gutierrez Torrres | Maricar Torres | Marie Carmen Torres

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) - BD


Click below to view Maria Carmen Gutierrez-torres's CRS (Customer Relationship Summary).
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®
None

Experience


Current

May 4, 2021 - Present

CFD INVESTMENTS, INC.

BD
CRD#: 25427
Minneola, FL
Past

March 23, 2007 - May 10, 2021

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
SAN JOSE, CA
Past

September 19, 2002 - April 2, 2007

NEW ENGLAND SECURITIES

BD
CRD#: 615
SAN JOSE, CA
Past

April 9, 2001 - September 17, 2001

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(5/4/2021)
RR
Florida
(5/4/2021)
RR
Texas
(1/27/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 11/7/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CI
CFD INVESTMENTS, INC.
CFD INVESTMENTS, INC. | CFD SECURITIES, INC.

CRD#: 25427 / SEC#: , 8-41727

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
2704 S Goyer Rd, Kokomo, IN 46902
Mailing Address
P.o. Box 2244, Kokomo, IN 46904-2244
Phone number
(765) 453-9600
Established
Indiana since 12/10/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BRAUN, BRIGIT ROWNER6585909
OWENS, BRENT ANTHONYPRESIDENT/DIRECTOR2261719
ROCKEY, BROOKE LEIGHOWNER4817176
THE OWENS FAMILY TRUST DATED 8/1/2017OWNER
BAHRENBURG, MATTHEW OCHIEF COMPLIANCE OFFICER5295661
HALE, DANIEL KRISOWNER, VICE PRESIDENT, DIRECTOR2649813
OWENS, MICKEY LEEDIRECTOR, TRUSTEE OF THE OWENS FAMILY TRUST DATED 8/1/20171437001
ROCKEY, CHRISTOPHER MOWNER5504531
ROOZE, KREGG JERRODDIRECTOR, SECRETARY, TREASURER3174063

Disclosures


Regulatory Event8
Bond1

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.

Company Information


CFD INVESTMENTS, INC.

CRD#: 25427Minneola, FL

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