Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Thomas Martinez is a financial advisor with over 15 years of experience in the financial services industry. David has a strong background in financial planning and investment management. David is a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 6, 7, 63, and 65 licenses. David is currently registered with Charles Schwab & CO., Inc. and is a Registered Representative and Investment Advisor Representative. Previously, David was associated with USAA FINANCIAL ADVISORS, INC. and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. David provides financial planning, investment management, and retirement planning services to individuals and families. David is committed to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
05/26/2020 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
02/04/2016 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
AZ
09/26/2014 - 11/25/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (TUCSON AZ)
TX
05/16/2011 - 09/10/2014
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
01/01/2008 - 04/18/2011
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
NC
10/29/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CARY NC)
NM
10/24/2005 - 10/01/2007
VALIC FINANCIAL ADVISORS, INC. (ALBUQUERQUE NM)
BOTH
Issued 09/13/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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