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Francisco Chuck Martinez

Creativeone Securities, LLC

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About Francisco Chuck Martinez

Francisco Martinez is a financial professional with over 10 years of experience in the financial services industry. Francisco is a registered representative and investment advisor representative of Creativeone Securities, LLC. Francisco is also the owner/president of Financial Choreography, LLC, a financial planning firm that specializes in retirement, divorce, business, and estate planning. Francisco holds the Series 7 and Series 66 securities licenses and the SIE exam and is also a Certified Financial Planner. Francisco is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Francisco Martinez is currently registered with Creativeone Securities, LLC. Creativeone Securities, LLC is a Limited Liability Company formed in December 2009, based in Overland Park, Kansas. The firm is registered with the SEC and in all 50 states and has approximately 1.7 billion dollars under management. The firm provides investment advice, financial planning, and portfolio management for individuals, corporations, and pension plans. Creativeone Securities, LLC also offers a wrap fee program.
Creativeone Securities, LLC

6330 SPRINT PARKWAY, SUITE 400

OVERLAND PARK, KS 66211

$1.72B

Assets Under Management

47

Total Clients

161

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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Francisco Martinez’s Registration & Firm History

KS

04/13/2011 - Present

Creativeone Securities, LLC (OVERLAND PARK KS)

MD

02/26/2010 - 12/31/2010

FOUNDERS FINANCIAL SECURITIES LLC (ROCKVILLE MD)

MD

05/27/2009 - 11/17/2009

BROKER DEALER FINANCIAL SERVICES CORP. (MILLERSVILLE MD)

VA

07/25/2008 - 04/07/2009

AXA ADVISORS, LLC (FALLS CHURCH VA)

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Licenses & Designations

BOTH

Issued 08/05/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Francisco Chuck Martinez. Review regulatory record here.
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