Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larissa? Claim Your ProfileLarissa Martinez is a registered representative and investment adviser representative with Cetera Investment Advisers LLC. Larissa has been in the securities industry since October 2015. She is registered with the state of Illinois and Texas. Larissa's previous experience includes working for Foresters Financial Services, Inc. and First Investors Corporation. Larissa holds Series 6, 7, 24, 26, 51, 63, and 65 licenses. Larissa is a specialist in financial planning, pension consulting, and educational seminars. Larissa Martinez provides portfolio management services for both individuals and businesses. Cetera Investment Advisers LLC is a full-service investment firm that provides a variety of services to its clients, including financial planning, investment management, and retirement planning. Cetera Investment Advisers LLC has over $104 billion in assets under management.
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
01/24/2023 - Present
Cetera Investment Advisers LLC (SCHAUMBURG IL)
IL
09/30/2015 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (LOMBARD IL)
IL
04/22/2015 - 05/11/2015
FIRST INVESTORS CORPORATION (LOMBARD IL)
IA
Issued 02/16/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/31/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/05/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/22/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Larissa Martinez is the right advisor for you? Invested Better is here to help.
