Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juanita? Claim Your ProfileJuanita Martinez is an investment advisor representative registered with State Farm Investment Management Corp. Juanita Martinez has been in the financial services industry since 2015. Juanita has passed Series 6, 7, 63, 65 and SIE exams. Juanita Martinez has previous experience with ONEAMERICA SECURITIES, INC., MML INVESTORS SERVICES, LLC, COUNTRY CAPITAL MANAGEMENT COMPANY, METLIFE SECURITIES INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Juanita is currently registered with State Farm Investment Management Corp in Illinois and Wisconsin.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
IL
11/04/2022 - Present
State Farm Investment Management Corp. (Lake in the Hills IL)
IL
03/16/2020 - 07/06/2022
ONEAMERICA SECURITIES, INC. (Barrington IL)
IL
11/27/2018 - 03/20/2020
MML INVESTORS SERVICES, LLC (DOWNERS GROVE IL)
IL
07/07/2016 - 12/12/2018
COUNTRY CAPITAL MANAGEMENT COMPANY (WOODSTOCK IL)
MA
06/07/2001 - 10/05/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/07/2001 - 10/05/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
10/08/1999 - 09/01/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/10/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/06/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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