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Ernest M Martinelli

Centaurus Financial, Inc.

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About Ernest M Martinelli

Ernest Martinelli is an active Registered Representative and Investment Advisor Representative. Ernest has been in the industry since 1986 and currently works for Centaurus Financial, Inc. Ernest is registered to do business in Florida, New Jersey, and Pennsylvania. Ernest's specializations include insurance products, investment products, variable contracts, and real estate. Ernest is also active in the Employee Benefits area which helps supplement Ernest's financial services business.

Firm Information

Ernest Martinelli is currently registered with Centaurus Financial, Inc.. Centaurus Financial, Inc. is a corporation formed in August 1992 and headquartered in Anaheim, California. The firm provides a variety of advisory services including financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals, and wrap fee programs. Centaurus Financial, Inc. serves a wide range of clients including individuals, businesses, high-net-worth individuals, and corporations. The firm has regulatory assets under management exceeding $6.2 billion, including discretionary and non-discretionary accounts.
Centaurus Financial, Inc.

2300 EAST KATELLA AVE

ANAHEIM, CA 92806

$6.28B

Assets Under Management

Not reported

Total Clients

510

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ernest Martinelli’s Registration & Firm History

CA

04/04/2017 - Present

Centaurus Financial, Inc. (ANAHEIM CA)

PA

03/25/2017 - 04/06/2017

MML INVESTORS SERVICES, LLC (CONSHOHOCKEN PA)

PA

06/17/2004 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (CONSHOHOCKEN PA)

NY

01/24/2008 - 02/19/2008

AXA ADVISORS, LLC (NEW YORK NY)

NJ

06/17/2004 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (MOUNT LAUREL NJ)

CT

03/15/1993 - 06/17/2004

WS GRIFFITH SECURITIES, INC. (HARTFORD CT)

CT

11/06/1987 - 03/15/1993

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

NA

12/04/1985 - 03/17/1987

INMARK SECURITIES CORP.

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Licenses & Designations

BC

Issued 06/25/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/03/1985

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ernest M Martinelli.
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