Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eduardo? Claim Your ProfileEduardo Martinez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Stamford, CT. Eduardo has been in the financial services industry since 2013 and has a Series 7 and Series 66 license. Eduardo holds registrations in Connecticut and Texas. Eduardo has experience with a variety of clients, including high-net-worth individuals, corporations, insurance companies, and charitable organizations. Eduardo's specializations include fixed income, equity securities, mutual funds, and options.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CT
02/03/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (STAMFORD CT)
NY
01/21/2020 - 10/08/2020
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
10/26/2016 - 01/21/2020
PHX FINANCIAL, INC. (NEW YORK NY)
NY
05/16/2016 - 08/25/2016
NEWBRIDGE SECURITIES CORPORATION (NEW YORK NY)
NY
10/23/2015 - 02/01/2016
PHX FINANCIAL, INC. (NEW YORK NY)
NY
08/06/2015 - 11/12/2015
MCBARRON CAPITAL LLC (NEW YORK NY)
NY
11/13/2014 - 07/24/2015
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
CT
09/16/2014 - 10/13/2014
LAIDLAW & COMPANY (UK) LTD. (STAMFORD CT)
NY
05/20/2013 - 09/12/2014
JOSEPH GUNNAR & CO. LLC (NEW YORK NY)
CT
03/05/2013 - 05/23/2013
INVESTORS CAPITAL CORP. (GREENWICH CT)
BOTH
Issued 10/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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