Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ingrid? Claim Your ProfileIngrid Edith natalie Martinez ven is a registered representative with Oppenheimer & Co. Inc. Ingrid has been in the industry since December 2018 and holds the SIE and Series 99 licenses. Previously, Ingrid worked at Alterna Securities, Inc. Ingrid is located in Houston, Texas and specializes in a variety of financial products and services.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
02/23/2024 - Present
Oppenheimer & Co. Inc. (HOUSTON TX)
TX
12/20/2018 - 02/20/2024
ALTERNA SECURITIES, INC. (HOUSTON TX)
BC
Issued 12/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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