Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Martinez is a financial professional with over 20 years of experience in the industry. Joel is currently registered with CG Compass (USA) LLC, and has a diverse background working with firms like Blackrock Investments, LLC and Standard Chartered Securities (North America) Inc. Joel is also a licensed investment advisor in multiple states.
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.
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.
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2
FL
09/29/2023 - Present
CG Compass (usa) LLC (Miami FL)
FL
09/27/2010 - 01/17/2023
BLACKROCK INVESTMENTS, LLC (MIAMI FL)
NY
08/08/2007 - 05/11/2009
STANDARD CHARTERED SECURITIES (NORTH AMERICA) INC. (NEW YORK NY)
CT
08/15/2003 - 01/06/2006
ABN AMRO INCORPORATED (STAMFORD CT)
NY
10/23/2000 - 02/08/2002
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
NY
09/04/1997 - 09/10/1999
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 07/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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