Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joan? Claim Your ProfileJoan Alexander Martinez is a financial advisor who has been in the industry since October 6, 2017. Joan is currently registered with Fidelity Personal and Workplace Advisors and is licensed in Texas and Florida. Joan's previous firm was MORGAN STANLEY. Joan has specialized in providing financial planning, educational seminars, and selection of other advisors to clients. Joan has been registered with the state of Florida as an Investment Advisor Representative since July 12, 2021, and in the state of Texas since June 28, 2021.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
FL
06/28/2021 - Present
Fidelity Personal AND Workplace Advisors (TAMPA FL)
FL
09/15/2017 - 05/10/2021
MORGAN STANLEY (Tampa FL)
BOTH
Issued 11/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/05/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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