Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Benjamin Martinez is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Joseph has been in the securities industry since 2021. Previously Joseph worked at TD Ameritrade, Inc. Joseph has 10 state securities licenses and holds the Series 7TO, Series 66 and SIE licenses. Joseph's firm, Merrill Lynch, Pierce, Fenner & Smith Inc. has over $1 trillion in regulatory assets under management. Merrill Lynch, Pierce, Fenner & Smith Inc. offers a variety of advisory services, including portfolio management for individuals and businesses, pension consulting, and educational seminars.
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
TX
05/31/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (COLLEYVILLE TX)
NE
08/09/2021 - 12/10/2021
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 08/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2021
SIE - Securities Industry Essentials 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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