Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Finkle Martinez is a financial advisor with over 30 years of experience in the industry. Jennifer has held a variety of roles in the financial services industry, including positions at Lehman Brothers Inc., Citigroup Global Markets Inc., and Morgan Keegan & Company, Inc. Jennifer is currently registered with Raymond James & Associates, Inc. and provides financial advice to a range of clients, including individuals, businesses, and institutions. Jennifer holds a variety of licenses and certifications, including Series 7, 63, and 65, as well as the SIE. Jennifer is a highly experienced and knowledgeable financial advisor who can help clients meet 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.
Please see note in schedule d - miscellaneous
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
TX
02/13/2013 - Present
Raymond James & Associates, Inc. (DALLAS TX)
TX
01/30/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (DALLAS TX)
TX
07/31/1993 - 02/19/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
NY
01/24/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 06/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1989
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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