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David Isidro Martinez

THE O.n. Equity Sales Co.

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About David Isidro Martinez

David Isidro Martinez has been in the financial services industry since 1992. David is currently registered with The O.n. Equity Sales Co. and is licensed in Colorado, North Carolina and Texas. David has previously been registered with WS Griffith Securities, Inc., Omega Securities, Inc. and Phoenix Equity Planning Corporation. David holds the Series 6, Series 63 and SIE licenses.

Firm Information

David Martinez is currently registered with THE O.n. Equity Sales Co.. THE O.n. Equity Sales Co. is a Corporation that was formed on August 22, 1968. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. They have a history of regulatory events and arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

171

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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David Martinez’s Registration & Firm History

TX

02/06/2004 - Present

THE O.n. Equity Sales Co. (LAREDO TX)

CT

06/18/1998 - 02/11/2004

WS GRIFFITH SECURITIES, INC. (HARTFORD CT)

TX

06/30/1993 - 06/26/1998

OMEGA SECURITIES, INC. (FORT WORTH TX)

CT

08/20/1992 - 06/21/1993

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

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Licenses & Designations

BC

Issued 08/19/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Isidro Martinez.
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