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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gilbert Martinez has over 30 years of experience in the financial services industry. David is currently registered with MFS Institutional Advisors Inc. as a Registered Representative and Investment Advisor Representative. David has held previous registrations with several firms, including Van Kampen Funds Inc., Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., Nicholas-Applegate Securities (A California Limited Partnership), Olde Discount Corporation, Prudential Securities Incorporated and Chatfield Dean & Co., Inc. David has a strong background in investment advisory, portfolio management, and pension consulting. David has expertise in providing investment advisory services to a wide range of clients, including individuals, businesses, corporations, pooled investment vehicles, charitable organizations, insurance companies, investment companies, pension and profit-sharing plans, state or municipal government entities, sovereign wealth funds and foreign official institutions. David's specializations include investment advisory, portfolio management, and pension consulting.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Transfer pricing arrangements with affiliates
1
2
MA
03/21/2006 - Present
MFS Institutional Advisors Inc. (BOSTON MA)
TX
03/02/2005 - 01/23/2006
VAN KAMPEN FUNDS INC. (HOUSTON TX)
NY
10/25/2002 - 04/21/2005
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
06/02/2000 - 07/25/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
12/05/1995 - 10/21/1999
NICHOLAS-APPLEGATE SECURITIES (A CALIFORNIA LIMITED PARTNERSHIP) (SAN DIEGO CA)
MI
08/08/1994 - 12/07/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
01/10/1994 - 06/10/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CO
02/12/1992 - 01/11/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 03/18/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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