Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ernest? Claim Your ProfileErnest J. Martinez is an investment advisor representative with Charles Schwab & Co., Inc., in San Antonio, TX. Ernest has been in the securities industry since March 14, 2003. Ernest is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Texas. He has previously worked with Edward Jones, BB&T Investment Services, Inc., ICMA-RC Services, LLC, Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. Ernest's specializations include Portfolio Management for Individuals and Financial Planning. He also has expertise in Wrap Fee Program Sponsor and Financial Planning Advisor Referral Program.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
12/20/2022 - Present
Charles Schwab & CO., Inc. (San Antonio TX)
TX
12/22/2016 - 12/16/2022
EDWARD JONES (SAN ANTONIO TX)
TX
06/03/2015 - 09/16/2016
BB&T INVESTMENT SERVICES, INC. (SAN ANTONIO TX)
DC
07/24/2012 - 05/21/2015
ICMA-RC SERVICES, LLC (WASHINGTON DC)
TX
01/03/2011 - 06/21/2011
WELLS FARGO ADVISORS, LLC (SAN ANTONIO TX)
TX
12/02/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN ANTONIO TX)
IL
07/06/2005 - 12/01/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
08/30/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 10/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Ernest Martinez is the right advisor for you? Invested Better is here to help.
