Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ahmed? Claim Your ProfileAhmed Antonio Martinez is an investment advisor representative with over 18 years of experience. Ahmed Martinez has a Series 7, Series 63 and Series 66 license. Currently, Ahmed Martinez is registered with Vanguard Advisers, Inc.. Ahmed Martinez has previously been registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, UBS FINANCIAL SERVICES INC, CITIGROUP GLOBAL MARKETS INC, UBS FINANCIAL SERVICES INC, FIDELITY BROKERAGE SERVICES LLC, SCOTTRADE, INC. and TD WATERHOUSE INVESTOR SERVICES, INC. .
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
12/02/2016 - Present
Vanguard Advisers, Inc. (Charlotte NC)
NY
10/20/2015 - 06/24/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NJ
07/02/2008 - 10/08/2015
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
11/06/2007 - 05/12/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/29/2007 - 11/14/2007
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
03/02/2006 - 08/01/2006
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
NY
01/10/2006 - 01/24/2006
SCOTTRADE, INC. (NEW YORK NY)
NE
12/05/2000 - 01/04/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 11/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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