Unclaimed
John Patrick Martinek is a financial advisor with over 5 years of experience in the financial industry. John is registered with State Farm Investment Management Corp. and is licensed to offer investment advice in Texas. John's primary focus is on providing financial guidance and portfolio management services to individuals and investment companies. He specializes in helping clients develop personalized financial plans and investment strategies tailored to their unique goals and risk tolerance. John's past experience in insurance and law enforcement has equipped him with strong analytical skills and a commitment to providing thorough and insightful financial advice.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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TX
05/02/2023 - Present
State Farm Investment Management Corp. (Leander TX)
IA
Issued 03/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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