Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Martinez is a registered representative with Wells Fargo Clearing Services, LLC. Gregory has been in the financial services industry since 2017 and holds a Series 63, Series 66, Series 7 and SIE license. Gregory specializes in portfolio management for both individuals and businesses, as well as financial planning and pension consulting. Gregory has been a registered representative of several firms over the years, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC and AXA Advisors, LLC. Previously, Gregory held positions at JPMorgan Chase Bank, N.A., Texas A&M University, and Gregory Martinez. Gregory is currently registered in Connecticut, District of Columbia, Florida, Minnesota, New Jersey, New York, Oregon, Texas, and Wisconsin.
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.
Investment consulting services to institutional 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.
1
2
TX
06/03/2024 - Present
Wells Fargo Clearing Services, LLC (HOUSTON TX)
TX
06/08/2021 - 03/11/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
09/26/2018 - 06/15/2021
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
12/05/2017 - 09/24/2018
AXA ADVISORS, LLC (HOUSTON TX)
BOTH
Issued 07/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gregory Martinez is the right advisor for you? Invested Better is here to help.
