Unclaimed
Angel Martinez is a registered investment advisor representative with Veridian Capital Partners. Angel has been in the financial services industry since June 2012. Angel has Series 63 and Series 65 licenses and holds registrations in Maryland. Angel's previous roles include positions at Wells Fargo Advisors, Wells Fargo Bank NA, Wells Fargo Clearing Services, LLC, New York Life Insurance Co, NYLIFE Securities LLC, PNC Bank, PNC Investments. Angel is also an Ebay Reseller and the owner of Guardian Refunds Org. Angel specializes in working with individuals and businesses. Veridian Capital Partners is a registered investment advisor firm headquartered in Frederick, MD. The firm provides financial planning and portfolio management services to individuals, families and businesses.
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.
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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MD
12/17/2024 - Present
Veridian Capital Partners (FREDERICK MD)
Active
Inactive
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