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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brooke? Claim Your ProfileBrooke Lee Martinez is a financial advisor with Western Wealth Management LLC, located in Golden, Colorado. Brooke has been in the industry since August 16, 2017. Brooke specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Brooke holds the Series 6, 7, and 66 licenses and has a SIE exam designation. Brooke is a registered Investment Advisor in Colorado. Brooke's prior experience includes roles at U.S. Bancorp Investments, Inc. and U.S. Bank.
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
10/05/2021 - Present
Western Wealth Management LLC (GOLDEN CO)
CO
08/17/2017 - 10/08/2021
U.S. BANCORP INVESTMENTS, INC. (WESTMINSTER CO)
BOTH
Issued 07/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/17/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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