Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diego? Claim Your ProfileDiego Martinez is a financial advisor at Finaccess Advisors, LLC. Diego has been in the financial services industry since 2010. Diego is registered with the state of Florida. Diego has a Series 66, Series 7 and SIE license. Diego is an Investment Advisor Representative with Finaccess Advisors, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wealth mgmt services
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.
Referral fees from custodians
1
2
FL
02/09/2018 - Present
Finaccess Advisors, LLC (MIAMI FL)
FL
03/31/2017 - 11/24/2017
CITI PRIVATE ADVISORY, LLC (Miami FL)
FL
08/14/2013 - 11/24/2017
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
08/31/2010 - 07/29/2013
SUNTRUST INVESTMENT SERVICES, INC. (BAL HARBOUR FL)
BOTH
Issued 01/06/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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