Unclaimed
Gina Martinez is a financial professional with over 20 years of experience in the financial services industry. Gina is currently registered with Hightower Advisors, LLC in New York and Illinois, and is a Series 66, 63, 24, 57TO, SIE, 55, 25, 3 and 7 licensed professional. Gina has previously worked with NYLIFE Securities LLC, Pritchard Capital Partners, LLC, Kellogg Partners Institutional Services LLC, MND Partners, Inc., Z&Z Securities Inc., McKeon Brothers, LLC, Van Kampen American Capital Distributors, Inc., and CS First Boston Corporation. Gina is a dedicated financial advisor committed to providing her clients with comprehensive and personalized financial advice.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
02/14/2021 - Present
Hightower Advisors, LLC (Melville NY)
NY
03/24/2014 - 10/29/2018
NYLIFE SECURITIES LLC (POINT LOOKOUT NY)
NY
05/02/2011 - 06/26/2012
PRITCHARD CAPITAL PARTNERS, LLC (NEW YORK NY)
NY
01/10/2005 - 12/31/2010
KELLOGG PARTNERS INSTITUTIONAL SERVICES LLC (MERRICK NY)
NY
10/26/2004 - 01/07/2005
MND PARTNERS, INC. (NEW YORK NY)
NY
10/26/2004 - 01/07/2005
Z&Z SECURITIES INC. (NEW YORK NY)
NY
02/05/2004 - 10/26/2004
MCKEON BROTHERS, LLC (OYSTER BAY NY)
TX
09/28/1995 - 09/24/1996
VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
NY
10/19/1990 - 04/11/1995
CS FIRST BOSTON CORPORATION (NEW YORK NY)
BOTH
Issued 09/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2011
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/02/2004
Series 25 - NYSE Trading Assistant Examination
BC
Issued 03/10/1999
Series 3 - National Commodity Futures Examination
BC
Issued 10/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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