Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ismael? Claim Your ProfileIsmael Martinez navarro is a financial advisor with over 10 years of experience in the financial services industry. Ismael is registered with LPL Financial LLC and is licensed to conduct business in several states. Ismael has previously worked with other financial firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. Ismael's areas of specialization include retirement planning, college savings, and estate planning. Ismael is committed to providing personalized financial advice to help individuals achieve their financial goals.
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.
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.
Consulting and other non-discretionary advisory services
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
CA
01/10/2020 - Present
LPL Financial LLC (VALENCIA CA)
CA
10/23/2013 - 12/09/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VALENCIA CA)
CA
01/13/2011 - 02/27/2013
WELLS FARGO ADVISORS, LLC (CHATSWORTH CA)
CA
11/20/2008 - 05/28/2010
WELLS FARGO INVESTMENTS, LLC (RESEDA CA)
BOTH
Issued 12/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ismael Martinez navarro is the right advisor for you? Invested Better is here to help.
