Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Javier? Claim Your ProfileJavier Martinez is a financial advisor with Truist Advisory Services, Inc. Martinez has been in the financial services industry since 1995. Martinez has a total of 47 state registrations as well as registrations with FINRA and the state of Florida as an Investment Advisor Representative. Martinez is a licensed Series 7, 10, 9, 63 and 66 general securities representative. Prior to joining Truist, Martinez worked for WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC. and GREAT WESTERN FINANCIAL SECURITIES CORPORATION. The services offered by Martinez include financial planning, portfolio management for businesses and individuals, selection of other advisors and publication of periodicals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
1
2
FL
08/19/2016 - Present
Truist Advisory Services, Inc. (CORAL GABLES FL)
FL
11/26/2003 - 02/23/2011
WELLS FARGO ADVISORS, LLC (CORAL GABLES FL)
MO
08/08/1997 - 11/25/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
CA
04/17/1995 - 05/28/1997
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
MI
11/02/1994 - 04/17/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 12/18/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/05/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Javier Martinez is the right advisor for you? Invested Better is here to help.
