Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joann? Claim Your ProfileJoann Martinez is a financial advisor with over 20 years of experience in the industry. Joann is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and has previously worked with Wells Fargo Advisors, LLC and Chase Investment Services Corp. Joann holds Series 6, 63, and SIE licenses. Joann specializes in providing financial planning and portfolio management services for individuals and corporations. Joann's clients have access to a wide range of investment products and services, including mutual funds, variable annuities, and insurance products.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
04/29/2011 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
01/03/2011 - 05/17/2011
WELLS FARGO ADVISORS, LLC (FRISCO TX)
TX
07/23/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (FRISCO TX)
TX
07/23/2007 - 07/27/2010
WELLS FARGO ADVISORS, LLC (FRISCO TX)
TX
09/02/2003 - 07/18/2007
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
IL
11/15/2001 - 08/07/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 11/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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