Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfredo? Claim Your ProfileAlfredo Martinez is an investment advisor representative with Hightower Advisors, LLC. Alfredo is a registered investment advisor in Florida and has been working in the financial industry since 1992. Alfredo has been with Hightower Advisors, LLC since 2016. Prior to that, Alfredo was an investment advisor representative at UBS Financial Services Inc., Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Alfredo has a Series 7, Series 63, and Series 65 license. Alfredo Martinez's primary areas of expertise are financial planning, portfolio management, and treasury management.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
FL
05/17/2016 - Present
Hightower Advisors, LLC (Boca Raton FL)
FL
03/12/2009 - 04/26/2016
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
FL
04/05/2001 - 04/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
NY
07/28/1997 - 04/27/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
06/30/1992 - 08/04/1997
TUCKER ANTHONY INCORPORATED (BOSTON MA)
IA
Issued 01/11/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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