Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julissa? Claim Your ProfileJulissa Martinez is a financial professional with over two years of experience in the financial industry. She is currently registered as a Registered Representative and Investment Advisor Representative with Alera Investment Advisors, LLC in DEERFIELD, IL. Julissa previously worked at TRIAD ADVISORS LLC in Chicago, IL as a Registered Representative and Investment Advisor Representative. She is also a licensed Series 66 and Series 7TO exam holder. Julissa specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans. She provides financial planning, portfolio management, and pension consulting services to her clients.
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.
1
2
IL
08/16/2024 - Present
Alera Investment Advisors, LLC (Chicago IL)
IL
06/14/2024 - 08/23/2024
TRIAD ADVISORS LLC (Chicago IL)
BOTH
Issued 08/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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