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 a financial professional with experience in the financial services industry. Alfredo is currently registered with National Financial Services LLC and holds Series 7, Series 63, Series 99TO and SIE licenses. Prior to joining National Financial Services LLC, Alfredo was employed by Fidelity Brokerage Services LLC. Alfredo has been in the industry since 2018.
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.
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.
1
2
NM
05/02/2022 - Present
National Financial Services LLC (ALBUQUERQUE NM)
NM
08/24/2018 - 12/22/2021
FIDELITY BROKERAGE SERVICES LLC (ALBUQUERQUE NM)
BC
Issued 09/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alfredo Martinez is the right advisor for you? Invested Better is here to help.
