Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Joseph Martinez is a financial advisor with over 9 years of experience in the financial services industry. Anthony is registered with LPL Financial LLC in California and Texas and holds Series 6, 7, 63 and 66 securities licenses. Prior to joining LPL Financial LLC, Anthony was employed by J.P. Morgan Securities LLC. Anthony specializes in providing financial planning and investment management services to individuals, families, businesses and retirement plans. Anthony is committed to helping clients achieve their financial goals through a personalized approach and comprehensive financial planning.
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.
Consulting and other non-discretionary advisory services
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.
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CA
11/29/2021 - Present
LPL Financial LLC (STEVENSON RANCH CA)
CA
06/09/2014 - 05/24/2018
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
BOTH
Issued 11/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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