Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Martinez is a Registered Representative and Investment Advisor Representative with Bankers Life Advisory Services, Inc. Edwin Martinez has over 17 years of experience in the financial services industry. Prior to joining Bankers Life Advisory Services, Inc. Edwin Martinez worked at Focal Wealth Management, Renewal By Andersen, and Bankers Life & Casualty. Edwin Martinez is also a licensed insurance agent with Bankers Life & Casualty. Edwin Martinez is registered in Delaware, Georgia, New Hampshire, and South Carolina. Edwin Martinez specializes in providing financial planning, educational seminars, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
IL
11/30/2017 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
FL
09/15/2010 - 05/23/2012
WOODBURY FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
05/02/2009 - 08/31/2010
CHASE INVESTMENT SERVICES CORP. (ORLANDO FL)
FL
05/21/2001 - 05/02/2009
WAMU INVESTMENTS, INC. (ORLANDO FL)
MN
02/09/2001 - 05/11/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/09/2001 - 05/11/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
10/24/2000 - 01/24/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
BOTH
Issued 11/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Edwin Martinez is the right advisor for you? Invested Better is here to help.
