Unclaimed
Abraham Alvin Martinez Flores is a financial advisor at Raymond James Financial Services Advisors, Inc. Abraham Alvin Martinez Flores has been in the industry since May 2019. Abraham Alvin Martinez Flores is registered with FINRA and has been serving clients for over 4 years. Abraham Alvin Martinez Flores also holds Series 7, 63, and 66 licenses. In addition to their role at Raymond James Financial Services Advisors, Inc., Abraham Alvin Martinez Flores is also an Associate/Employee at Desert Financial Credit Union.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
AZ
01/18/2024 - Present
Raymond James Financial Services Advisors, Inc. (Gilbert AZ)
AZ
01/10/2023 - 01/23/2024
MORGAN STANLEY (Gilbert AZ)
AZ
04/14/2022 - 09/05/2023
E*TRADE SECURITIES LLC (Gilbert AZ)
AZ
02/07/2020 - 04/18/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GILBERT AZ)
AZ
05/02/2019 - 01/15/2020
WELLS FARGO CLEARING SERVICES, LLC (APACHE JUNCTION AZ)
BOTH
Issued 11/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/02/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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