Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Martinez is a registered representative with Raymond James Financial Services Advisors, Inc. and has been in the financial services industry since 2024. Jacqueline is licensed to conduct business in Arizona, California, Colorado, District of Columbia, Florida, Illinois, Indiana, Iowa, Maryland, Michigan, Minnesota, Nebraska, Nevada, New Mexico, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, and West Virginia. She is a registered Investment Advisor Representative in New Mexico and Texas. Jacqueline's experience includes positions with Wells Fargo Advisors Financial Network, LLC, Unirac, Inc, Olo Dessert Studio, Corazon Event Company, Sandia National Labs, Williams-Sonoma, Inc, Faith Lutheran Church, Saint Pius X High School, Raymond James Financial Services, Inc., University of New Mexico and Zero Three Sixty Wealth Partners. Jacqueline has a series 66, 7TO and SIE.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NM
08/14/2024 - Present
Raymond James Financial Services Advisors, Inc. (Albuquerque NM)
NM
03/22/2024 - 04/22/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ALBUQUERQUE NM)
BOTH
Issued 07/12/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/02/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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