Unclaimed
Alexis Martinez is a financial advisor at The Huntington Investment Co. Alexis is registered with FINRA and the state of Ohio. Alexis has been in the financial industry for over a year. Alexis has earned Series 63, Series 6TO and SIE licenses. Alexis specializes in providing investment advice to individuals, corporations, and charitable organizations. Alexis focuses on investments for individuals, businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
03/25/2022 - Present
THE Huntington Investment Co. (POWELL OH)
BC
Issued 04/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Alexis Martinez is the right advisor for you? Invested Better is here to help.