Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Lucia Martinez is a registered Investment Advisor Representative in California. Carla has been in the industry since 2003 and holds Series 6, 63, and 65 licenses. She is affiliated with AGF Advisors. Carla has worked in the past for several firms including Girard Securities, Inc., Financial Telesis Inc, Linsco/Private Ledger Corp, John Hancock Distributors LLC, and Sentra Securities Corporation. Carla provides financial planning and portfolio management for 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Selection of qualified plan record keepers
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.
Selection of other advisors
1
2
CA
01/01/2025 - Present
AGF Advisors (HACIENDA HEIGHTS CA)
CA
10/06/2006 - 08/21/2007
GIRARD SECURITIES, INC. (LA JOLLA CA)
CA
08/17/2005 - 10/05/2006
FINANCIAL TELESIS INC (SAN RAFAEL CA)
SC
05/09/2005 - 09/08/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
09/02/2004 - 03/23/2005
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
AZ
07/07/2003 - 02/25/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
06/30/1999 - 03/07/2001
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
IA
Issued 09/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/04/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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