Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Antonio Martinez, Jr. is a financial advisor currently working at TD Private Client Wealth LLC. He is a registered representative and investment advisor representative with a Series 63, Series 65 and Series 7 licenses. He has been in the industry since 1997. Jose Antonio Martinez, Jr. also has a Series 24 license and works as a General Securities Principal. Previously, he worked with Morgan Stanley, E*TRADE Securities LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated, among other firms.
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.
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.
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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2
NJ
11/12/2024 - Present
TD Private Client Wealth LLC (Ramsey NJ)
NJ
03/20/2023 - 06/23/2023
MORGAN STANLEY (Morristown NJ)
NJ
05/21/2013 - 06/23/2023
E*TRADE SECURITIES LLC (MORRISTOWN NJ)
NY
09/12/2011 - 02/07/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
12/10/2007 - 01/03/2011
CHASE INVESTMENT SERVICES CORP. (PASSAIC NJ)
NJ
03/08/2007 - 12/19/2007
PNC INVESTMENTS (PASSAIC NJ)
NY
04/24/2000 - 02/26/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/28/1999 - 04/03/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
06/16/1998 - 06/21/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
06/16/1998 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NY
04/21/1997 - 03/23/1998
R.D. WHITE & CO., INC. (NEW YORK NY)
NY
12/09/1996 - 04/08/1997
BROWNSTONE CAPITAL CORP. (NEW YORK NY)
OR
05/15/1996 - 11/21/1996
BLACKWELL DONALDSON & COMPANY (PORTLAND OR)
FL
08/16/1995 - 05/29/1996
EURO-ATLANTIC SECURITIES INC. (BOCA RATON FL)
NY
07/19/1995 - 08/16/1995
GREENWAY CAPITAL CORP. (NEW YORK CITY NY)
NY
05/09/1995 - 06/20/1995
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
NA
04/06/1995 - 05/04/1995
KENSINGTON WELLS INCORPORATED
NJ
03/29/1995 - 04/18/1995
A.S. GOLDMEN & CO., INC. (RED BANK NJ)
NY
02/06/1995 - 04/03/1995
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
IA
Issued 09/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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