Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandro? Claim Your ProfileAlejandro Martinez is an investment advisor representative registered with International Assets Investment Management, LLC in Florida and several other states. Alejandro has been working in the financial services industry since 1998. Alejandro has experience with several firms, including LPL Financial LLC and H. Beck, Inc. Alejandro holds Series 7, 63, 66, and 24 licenses. Alejandro also specializes in providing financial planning and portfolio management services for individuals and businesses. Alejandro's focus is on investment advisory services and providing clients with the personalized attention they need to achieve their financial goals.
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.
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
FL
12/11/2017 - Present
International Assets Investment Management, LLC (FT. PIERCE FL)
FL
11/14/2008 - 12/14/2017
LPL FINANCIAL LLC (FORT LAUDERDALE FL)
FL
10/31/2007 - 11/14/2008
H. BECK, INC. (DEERFIELD BEACH FL)
FL
01/08/2007 - 10/31/2007
VSR FINANCIAL SERVICES, INC. (FORT LAUDERDALE FL)
FL
04/29/2002 - 01/10/2007
GUNNALLEN FINANCIAL, INC (FT. LAUDERDALE FL)
NJ
08/10/2001 - 05/02/2002
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
PA
12/02/1998 - 08/28/2001
FIRST LIBERTY INVESTMENT GROUP, INC. (PHILADELPHIA PA)
BOTH
Issued 07/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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