Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cesar? Claim Your ProfileCesar Martinez is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Cesar has been in the industry since September 2021 and has experience in providing financial services to individuals, corporations and other businesses. Cesar holds the Series 66 license and is registered in California and Texas. Cesar has a background in financial services and has held positions at various financial institutions. Cesar holds a degree from the University of Arizona.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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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AZ
02/18/2025 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FOUNTAIN HILLS AZ)
Active
Inactive
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