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Josefina Martinez

Missionsquare Retirement

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About Josefina Martinez

Josefina Martinez is a financial advisor with Missionsquare Retirement. Josefina has been working in the financial industry since 2002 and has a strong track record of success in helping clients reach their financial goals. Josefina is a registered representative in Arizona, California, and the District of Columbia and holds the Series 6, SIE, and Series 63 licenses. Josefina is dedicated to providing personalized financial advice and guidance to individuals and families.

Firm Information

Josefina Martinez is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

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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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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Josefina Martinez’s Registration & Firm History

DC

10/30/2023 - Present

Missionsquare Retirement (WASHINGTON DC)

WA

01/01/2009 - 04/11/2012

HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (NEWCASTLE WA)

CT

01/31/2008 - 01/01/2009

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

OH

07/27/2004 - 09/24/2007

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

CT

01/06/2003 - 05/05/2003

CIGNA FINANCIAL SERVICES, INC. (HARTFORD CT)

LA

02/05/2002 - 01/07/2003

PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)

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Licenses & Designations

IA

Issued 05/20/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/19/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Josefina Martinez.
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