Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy brooke? Claim Your ProfileAmy brooke Martinez is an investment advisor representative at D.A. Davidson & Co. Amy has been in the securities industry for over 20 years. Prior to joining D.A. Davidson & Co., Amy was a financial advisor at Wells Fargo Clearing Services, LLC. Amy holds the Series 6, 7, 63, 65 and SIE securities licenses. Amy specializes in financial planning, portfolio management and investment advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CO
05/06/2021 - Present
D.a. Davidson & Co. (GRAND JUNCTION CO)
CO
05/30/2014 - 05/12/2021
WELLS FARGO CLEARING SERVICES, LLC (GRAND JUNCTION CO)
CO
06/30/2010 - 06/02/2014
U.S. BANCORP INVESTMENTS, INC. (GRAND JUNCTION CO)
CO
06/18/2008 - 06/22/2010
BANCWEST INVESTMENT SERVICES, INC. (GRAND JUNCTION CO)
CO
02/10/2006 - 06/12/2008
ROYAL ALLIANCE ASSOCIATES, INC. (FRUITA CO)
NY
04/08/2005 - 02/01/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
05/31/2001 - 10/26/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
KS
02/21/2000 - 05/02/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 09/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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