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 financial advisor with J.P. Morgan Securities LLC. Cesar is based in Montgomery, TX and has been in the industry since 2018. Cesar has a Series 7, 6, 63, and 66 securities license, and holds registrations in multiple states including Colorado, Florida, Hawaii, Ohio, Tennessee, Texas, and Utah. Prior to joining J.P. Morgan Securities LLC, Cesar has worked with Wells Fargo Clearing Services, LLC and Merrill Lynch. Cesar specializes in working with high-net-worth individuals, corporations, and other businesses, as well as charitable organizations and insurance companies.
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
TX
04/10/2024 - Present
J.p. Morgan Securities LLC (MONTGOMERY TX)
TX
05/03/2022 - 06/14/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CONROE TX)
TX
09/19/2018 - 02/24/2022
J.P. MORGAN SECURITIES LLC (Conroe TX)
TX
11/17/2017 - 09/10/2018
WELLS FARGO CLEARING SERVICES, LLC (HOUSTON TX)
BOTH
Issued 03/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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