Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Gabriella Martinez is a financial advisor with over 14 years of experience in the financial services industry. Anna is currently registered with Captrust, and provides financial advice to a variety of clients including individuals, families, businesses, and institutions. Prior to joining Captrust, Anna has worked with several other firms, including LPL Financial, KMS Financial Services, CUSO Financial Services, Ameriprise Financial Services, Wells Fargo Advisors, and Morgan Stanley. Anna has a strong background in investment management, financial planning, and retirement planning. She is committed to providing her clients with personalized financial advice and guidance that helps them achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
01/24/2024 - Present
Captrust (Sacramento CA)
CA
10/04/2021 - 01/17/2024
LPL FINANCIAL LLC (ROSEVILLE CA)
CA
01/03/2019 - 10/22/2019
KMS FINANCIAL SERVICES, INC. (AUBURN CA)
CA
09/25/2017 - 12/21/2018
CUSO FINANCIAL SERVICES, L.P. (ELK GROVE CA)
CA
02/17/2016 - 09/28/2017
AMERIPRISE FINANCIAL SERVICES, INC. (GOLD RIVER CA)
CA
08/02/2013 - 12/15/2015
WELLS FARGO ADVISORS, LLC (ROSEVILLE CA)
NY
06/01/2009 - 03/04/2013
MORGAN STANLEY (PURCHASE NY)
NY
01/24/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
CA
07/17/2007 - 01/08/2008
CENTAURUS FINANCIAL, INC. (SANTA BARBARA CA)
BOTH
Issued 10/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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