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Eric Scott Martinez

Grove Point Investments, LLC

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About Eric Scott Martinez

Eric Martinez is a financial professional with over 14 years of experience in the industry. Eric is a Registered Principal with Grove Point Investments, LLC and is licensed to offer securities and investment advice. Eric is also licensed to offer insurance products in several states and is a member of the Financial Industry Regulatory Authority (FINRA). Eric has a strong track record of helping clients reach their financial goals.

Firm Information

Eric Martinez is currently registered with Grove Point Investments, LLC. Grove Point Investments, LLC is a Limited Liability Company formed on April 1, 2021, and registered in all 50 states and the District of Columbia. The firm has been the subject of 17 regulatory events and 3 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

81

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Eric Martinez’s Registration & Firm History

MD

05/15/2024 - Present

Grove Point Investments, LLC (Rockville MD)

MN

02/07/2014 - 03/31/2022

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

WA

02/21/2013 - 12/16/2013

U.S. BANCORP INVESTMENTS, INC. (VANCOUVER WA)

MN

06/09/2011 - 04/04/2012

GRADIENT SECURITIES, LLC (ARDEN HILLS MN)

WA

03/09/2011 - 09/22/2011

FREESTONE SECURITIES, LLC (SEATTLE WA)

WA

01/30/2006 - 04/20/2009

RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (TACOMA WA)

KS

05/26/1999 - 12/31/2000

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BC

Issued 11/05/2016

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 04/12/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/13/2013

Series 4 - Registered Options Principal Examination

BC

Issued 04/26/2013

Series 53 - Municipal Securities Principal Examination

BC

Issued 02/16/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/25/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Scott Martinez.
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