Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Imelda? Claim Your ProfileImelda Treto martinez is a registered representative with Guggenheim Funds Distributors, LLC and has been in the industry since August 2, 2020. Imelda has passed the Series 63, Series 7TO and SIE exams. Imelda is licensed in 52 states and the District of Columbia. Imelda specializes in Series 7 products.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Index licensing fee
1
2
NY
08/03/2020 - Present
Guggenheim Funds Distributors, LLC (NEW YORK NY)
BC
Issued 01/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Imelda Treto martinez is the right advisor for you? Invested Better is here to help.
