Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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