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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Chey Martinez is a financial advisor with Fidelity Personal and Workplace Advisors, with over 10 years of experience in the industry. Eric is licensed to provide investment advice in several states, including Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Louisiana, Maine, Michigan, Nebraska, Oklahoma, South Carolina, Tennessee, Texas, and Washington. Eric is committed to helping clients achieve their financial goals and providing personalized advice that meets their individual needs.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
11/29/2021 - Present
Fidelity Personal AND Workplace Advisors (FRIENDSWOOD TX)
TX
01/10/2014 - 03/08/2018
BBVA SECURITIES INC. (DICKINSON TX)
TX
03/04/2013 - 11/27/2013
WELLS FARGO ADVISORS, LLC (DEER PARK TX)
IA
Issued 11/17/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/01/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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