Unclaimed
Justin Ryan Martinez is a financial advisor currently working at Osaic Wealth, Inc. Justin has been in the financial industry for 16 years. He is licensed in 23 states and has several years of experience working with various financial firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, U.S. Bancorp Investments, Inc., and LPL Financial LLC. Justin holds a Series 66, Series 7, and SIE license and is a registered representative of FINRA.
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
CA
09/01/2023 - Present
Osaic Wealth, Inc. (RIVERSIDE CA)
CA
03/11/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (RIVERSIDE CA)
CA
11/04/2015 - 03/14/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RIVERSIDE CA)
CA
01/20/2011 - 09/30/2015
U.S. BANCORP INVESTMENTS, INC. (YUCAIPA CA)
CA
10/20/2010 - 01/20/2011
LPL FINANCIAL LLC (SAN BERNARDINO CA)
CA
01/15/2010 - 10/18/2010
ESSEX NATIONAL SECURITIES, INC. (SAN BERNARDINO CA)
CA
06/06/2008 - 01/19/2010
ARROWHEAD INVESTMENT CENTER, LLC (SAN BERNARDINO CA)
CA
07/24/2007 - 05/20/2008
AIG FINANCIAL ADVISORS, INC. (RIVERSIDE CA)
BOTH
Issued 11/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Justin Martinez is the right advisor for you? Invested Better is here to help.