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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Martinez is a financial advisor with Pathstone, a firm providing financial services. Julian has a background in the financial services industry with prior experience at UBS Financial Services Inc., Sanford C. Bernstein & Co., LLC and Pruco Securities, LLC. Julian holds licenses in California and focuses on providing financial planning, portfolio management and family office services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NJ
09/26/2023 - Present
Pathstone (ENGLEWOOD NJ)
CA
10/28/2021 - 04/27/2023
UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)
CA
08/29/2017 - 10/25/2021
SANFORD C. BERNSTEIN & CO., LLC (LOS ANGELES CA)
CA
10/30/2015 - 11/21/2016
PRUCO SECURITIES, LLC. (ORANGE CA)
BOTH
Issued 12/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/29/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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