Unclaimed
Arlyn Martinez is a registered representative with J.P. Morgan Securities LLC and has been in the industry since October 1, 2017. Arlyn is registered with the state of New York and Texas. Arlyn has also been a registered representative with Charles Schwab & Co., Inc. and J.P. Morgan Securities LLC previously. Arlyn specializes in providing financial planning and portfolio management services for businesses and individuals.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
02/21/2023 - Present
J.p. Morgan Securities LLC (Yonkers NY)
NY
04/25/2022 - 02/02/2023
CHARLES SCHWAB & CO., INC. (New York City NY)
NY
08/29/2017 - 04/08/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 08/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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