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Jose E. Martinez

PNC Investments

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About Jose E. Martinez

Jose E. Martinez is a registered investment advisor representative with PNC Investments. Jose has over 11 years of experience in the financial services industry and holds Series 6, 7, and 63 securities licenses, as well as a Series 65 Investment Advisor Representative license. Jose's previous experience includes roles with BBVA Securities Inc., J.P. Morgan Securities LLC, and Chase Investment Services Corp. Jose is located in McAllen, TX, and focuses on providing investment advice to a range of clients, including high-net-worth individuals, corporations, pension plans, and individuals.

Firm Information

Jose Martinez is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jose Martinez’s Registration & Firm History

TX

10/28/2021 - Present

PNC Investments (MCALLEN TX)

TX

02/12/2015 - 08/23/2021

BBVA SECURITIES INC. (MCALLEN TX)

TX

10/01/2012 - 01/08/2015

J.P. MORGAN SECURITIES LLC (MCALLEN TX)

TX

11/16/2009 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (MCALLEN TX)

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Licenses & Designations

IA

Issued 11/15/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/24/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2018

Series 7 - General Securities Representative Examination

BC

Issued 11/14/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jose E. Martinez.
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