Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elena? Claim Your ProfileElena Martinez is a financial advisor with over 20 years of experience in the industry. Elena currently works at J.P. Morgan Securities LLC and is registered with the Financial Industry Regulatory Authority (FINRA). Elena is licensed in 50 states and the District of Columbia. Prior to joining J.P. Morgan Securities LLC, Elena worked at Chase Investment Services Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, PrimeVest Financial Services, Inc. and Pruco Securities Corporation. Elena holds the Series 6, 7, 63, and 66 securities licenses. Elena also holds the Securities Industry Essentials Examination (SIE). Elena specializes in providing financial planning, pension consulting, portfolio management for individuals, and portfolio management for businesses.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CO
09/20/2013 - Present
J.p. Morgan Securities LLC (Boulder CO)
CO
08/01/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BOULDER CO)
NY
12/09/2002 - 02/22/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
05/01/2002 - 08/12/2002
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NJ
08/24/2001 - 03/12/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 02/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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