Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Ann Martinez is a financial advisor at Next Financial Group, Inc. located in Houston, Texas. Julie has been working in the financial services industry since 2006 and is currently registered as a Registered Representative and Investment Advisor Representative with the state of Texas. Julie's experience includes working with a variety of clients including individuals, businesses, charitable organizations and pension and profit-sharing plans.
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.
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.
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.
Seminar/workshop attendance fees
1
2
TX
11/11/2010 - Present
Next Financial Group, Inc. (HOUSTON TX)
TX
10/06/2009 - 10/22/2010
AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
07/26/2005 - 03/09/2009
STANFORD GROUP COMPANY (HOUSTON TX)
BOTH
Issued 12/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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