Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenda? Claim Your ProfileGlenda Martinez is a financial advisor at Fidelity Personal And Workplace Advisors. Glenda has been in the financial services industry for over 16 years. Glenda specializes in providing financial advice to individuals, high net worth individuals, pension and profit sharing plans, corporations and other businesses. Glenda is registered with the Securities and Exchange Commission (SEC) and FINRA. Glenda is also registered as an investment advisor in several states. Glenda has a Series 6, Series 7, Series 63 and Series 66 license. Glenda is committed to providing her clients with the highest level of service and expertise.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
09/17/2020 - Present
Fidelity Personal AND Workplace Advisors (SUGAR LAND TX)
TX
08/18/2015 - 09/02/2020
WELLS FARGO CLEARING SERVICES, LLC (SUGAR LAND TX)
TX
10/01/2012 - 08/05/2015
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
09/21/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SUGAR LAND TX)
TX
05/30/2008 - 06/01/2011
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
07/02/2007 - 04/28/2008
FIRST INVESTORS CORPORATION (HOUSTON TX)
BOTH
Issued 08/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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