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 registered with Fisher Investments. Javier is based in Plano, Texas and has been in the industry since 2022. Javier is a licensed Investment Advisor Representative (IAR) in Texas and Washington. Javier has passed Series 66, Series 7TO and SIE exams. Javier previously worked for VALIC FINANCIAL ADVISORS, INC. in Portland, OR.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
07/24/2024 - Present
Fisher Investments (PLANO TX)
OR
06/08/2022 - 04/09/2024
VALIC FINANCIAL ADVISORS, INC. (PORTLAND OR)
BOTH
Issued 05/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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