Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgardo? Claim Your ProfileEdgardo Martinez is an investment advisor representative with Oppenheimer & Co. Inc.. Edgardo is registered with the state of Connecticut and New York. Previously, Edgardo Martinez was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. Edgardo has been in the securities industry since February 9, 2000. Edgardo Martinez holds the following licenses: Series 3, Series 6, Series 7, Series 63, Series 65 and Series 66. Oppenheimer & Co. Inc. provides a variety of investment advisory services, including portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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.
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.
Earned based on transactions or products sold.
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.
1
2
CT
09/19/2024 - Present
Oppenheimer & Co. Inc. (STAMFORD CT)
NY
07/06/2007 - 11/04/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WHITE PLAINS NY)
NY
02/10/2000 - 07/25/2007
CITIGROUP GLOBAL MARKETS INC. (MOUNT KISCO NY)
BOTH
Issued 04/17/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1995
Series 3 - National Commodity Futures Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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