Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Anthony Martinez is a financial advisor with Centaurus Financial, Inc. David has been in the securities industry for over ten years. He is a licensed investment advisor in Arizona, California, Colorado, Nevada, New Mexico, Texas, and Virginia. David is also a registered representative of Centaurus Financial, Inc. David has been in the financial industry since 2013. Prior to joining Centaurus, he worked as a financial advisor at Wells Fargo Clearing Services, LLC, in Tucson, Arizona. David is committed to providing his clients with personalized financial advice and guidance. He specializes in financial planning, investment management, and retirement planning.
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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CA
09/05/2024 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
AZ
10/04/2013 - 05/22/2020
WELLS FARGO CLEARING SERVICES, LLC (TUCSON AZ)
BOTH
Issued 05/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/04/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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