Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ignacio? Claim Your ProfileIgnacio Martinez is an active Registered Representative, Investment Adviser Representative, and Investment Advisor Representative for Charles Schwab & CO., Inc. in Austin, TX. Ignacio has been in the financial services industry since November 1998. Ignacio has passed the Series 6, Series 7, Series 63, and Series 66 exams. Ignacio has worked for Charles Schwab & Co., Inc. since October 2008 and has been a Registered Representative since 2009. Ignacio is also an Investment Adviser Representative for Charles Schwab & CO., Inc., having passed the Uniform Combined State Law Examination in April 2019. Ignacio has a strong track record of providing clients with financial advice and guidance. Ignacio has experience working with a variety of clients, including individuals, families, and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
04/10/2019 - Present
Charles Schwab & CO., Inc. (Austin TX)
TX
12/01/1999 - 12/31/2008
401(K) INVESTMENT SERVICES, INC. (AUSTIN TX)
CA
04/21/1998 - 08/30/1999
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 04/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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