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 advisor who has been in the industry since 2020. Joel is currently registered with Fidelity Personal And Workplace Advisors. Joel has been registered with this firm since February 25, 2022, in the state of Texas. Joel is registered in 52 states and Washington, D.C. Prior to working with Fidelity Personal And Workplace Advisors, Joel was registered with First Command Brokerage Services, Inc.. Joel holds Series 7TO, SIE, and Series 66 licenses. Joel specializes in financial planning, portfolio management for individuals and businesses, as well as educational seminars.
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
TX
02/25/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
FL
05/08/2019 - 05/04/2021
FIRST COMMAND BROKERAGE SERVICES, INC. (Pensacola FL)
BOTH
Issued 05/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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