Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge D. Martinez is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. located in Syracuse, New York. Jorge has been in the financial services industry for over 5 years. Jorge has Series 7, Series 66 and SIE licenses and is registered in 18 states, including New York, Texas and California. Jorge has experience in advising individual and corporate clients on a variety of financial matters, including investment management, retirement planning, and estate planning. Prior to joining Merrill Lynch, Jorge was a financial advisor at LPL FINANCIAL LLC and M&T Securities, Inc. in Syracuse, New York.
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
08/30/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SYRACUSE NY)
NY
06/09/2021 - 06/14/2024
LPL FINANCIAL LLC (SYRACUSE NY)
NY
08/28/2018 - 06/09/2021
M&T SECURITIES, INC. (SYRACUSE NY)
BOTH
Issued 07/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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