Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeannie? Claim Your ProfileJeannie Tran Martinez is a financial advisor with Hilltop Securities Inc. based in Houston, Texas. Jeannie has been in the financial services industry since 2006. Jeannie holds Series 6, 7, 63 and 65 licenses. Jeannie provides financial planning and portfolio management services for individuals and businesses. Jeannie also works with charitable organizations, pension and profit sharing plans and corporations or other businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
12b-1 fees
1
2
TX
05/30/2022 - Present
Hilltop Securities Inc. (HOUSTON TX)
TX
08/16/2021 - 06/01/2022
PNC INVESTMENTS (MISSOURI CITY TX)
TX
05/16/2013 - 08/16/2021
BBVA SECURITIES INC. (RICHMOND TX)
TX
10/09/2006 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (SUGARLAND TX)
IA
Issued 02/08/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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