Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean J Martines is a financial advisor registered with Charles Schwab & Co., Inc. Dean J Martines has been in the financial services industry since August 7, 2000. Dean J Martines is registered with the states of Arizona, California, and Texas. Charles Schwab & Co., Inc. is a large financial advisory firm with more than 919,000 clients and over $50 billion in assets under management. The firm provides advisory services such as financial planning, selection of other advisors, and wrap fee program sponsor.
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
AZ
01/02/2019 - Present
Charles Schwab & CO., Inc. (Scottsdale AZ)
BOTH
Issued 08/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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