Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Alberto Martinez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since February 2009. Martinez holds licenses in both Broker-Dealer and Investment Advisor capacities. Martinez has a Series 7, 66, and SIE and has licenses in 53 states, including the District of Columbia, Puerto Rico, and the Virgin Islands. Martinez specializes in advising individuals, businesses, pension plans, and corporations. The firm is headquartered in New York City and has more than 27,000 registered representatives and investment advisor representatives across the country, with over $1.2 trillion in assets under management.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
05/31/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
VA
02/16/2009 - 05/29/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIENNA VA)
BOTH
Issued 05/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/26/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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