Unclaimed
Bryan Martinez is a financial professional with over 7 years of experience in the industry. Bryan is currently registered with Foreside Fund Services, LLC and holds a Series 7, Series 63 and SIE licenses. Bryan's previous employers include Prudential Investment Management Services LLC and PFS Investments Inc. Bryan has experience working with clients in Colorado, Iowa, Kansas, Montana, Nebraska, New York, North Dakota, South Dakota, Utah and Wyoming.
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.
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.
1
2
NY
06/28/2022 - Present
Foreside Fund Services, LLC (New York NY)
NJ
05/05/2021 - 05/23/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
11/13/2014 - 03/05/2020
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
05/15/2014 - 05/29/2014
PFS INVESTMENTS INC. (VALLEY STREAM NY)
NY
11/02/2011 - 05/11/2012
JOHN THOMAS FINANCIAL (NEW YORK NY)
BC
Issued 11/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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