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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 Christian Martinez is a financial advisor at LPL Financial LLC in Miramar, FL. Eric has been working in the financial services industry since 2013. Previously, Eric has been registered with CUNA Brokerage Services, Inc., Wells Fargo Clearing Services, LLC, and Edward Jones. Eric holds the Series 66, Series 7, and SIE securities licenses.
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.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
05/19/2022 - Present
LPL Financial LLC (MIRAMAR FL)
FL
08/26/2020 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Miramar FL)
AZ
11/05/2019 - 08/11/2020
WELLS FARGO CLEARING SERVICES, LLC (TUCSON AZ)
CA
05/08/2015 - 11/07/2019
CUNA BROKERAGE SERVICES, INC. (Wildomar CA)
AZ
04/25/2013 - 04/28/2015
EDWARD JONES (MARANA AZ)
BOTH
Issued 06/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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