Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gustavo? Claim Your ProfileGustavo Martinez is a financial advisor with Fidelity Personal And Workplace Advisors in BRIDGEWATER, NJ. Gustavo has been in the financial industry since 2003. Prior to joining Fidelity Personal And Workplace Advisors, Gustavo worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., PNC INVESTMENTS, BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., ESSEX NATIONAL SECURITIES, INC., WACHOVIA SECURITIES, INC., PNC BROKERAGE CORP, and PRUCO SECURITIES CORPORATION. Gustavo holds the Series 31, Series 9, Series 10, Series 4, Series 7 and SIE licenses. Gustavo has also earned the Certified Financial Planner designation.
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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2
NJ
09/29/2023 - Present
Fidelity Personal AND Workplace Advisors (BRIDGEWATER NJ)
NJ
03/25/2020 - 07/07/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PRINCETON NJ)
NJ
05/22/2015 - 03/16/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
01/05/2015 - 05/06/2015
J.P. MORGAN SECURITIES LLC (FLORHAM PARK NJ)
NJ
10/01/2012 - 08/22/2013
J.P. MORGAN SECURITIES LLC (MORRISTOWN NJ)
NJ
12/22/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FAIRFIELD NJ)
NJ
03/23/2006 - 11/20/2008
PNC INVESTMENTS (WEST ORANGE NJ)
MA
10/20/2004 - 01/04/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
10/01/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
CA
06/17/2003 - 08/24/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MO
02/28/2002 - 03/31/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
PA
02/08/2001 - 10/01/2001
PNC BROKERAGE CORP (PITTSBURGH PA)
NJ
08/10/2000 - 12/01/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 08/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2019
Series 4 - Registered Options Principal Examination
BC
Issued 06/26/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/23/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/08/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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