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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Latoya? Claim Your ProfileLatoya Lavone Martin is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Dallas, Texas. Latoya has been in the financial services industry since 2007. Prior to joining Merrill Lynch, Latoya worked for Charles Schwab & Co., Inc. in Westlake, Texas, 1st Global Capital Corp. in Dallas, Texas, and Wells Fargo Advisors, LLC in Fort Worth, Texas. Latoya has a broad range of experience and is registered with the State of Texas as a broker-dealer and an investment advisor.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
05/08/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DALLAS TX)
TX
10/26/2017 - 02/26/2018
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
09/23/2011 - 03/01/2017
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
11/09/2007 - 09/20/2011
WELLS FARGO ADVISORS, LLC (FORT WORTH TX)
TX
07/02/2007 - 11/13/2007
H.D. VEST INVESTMENT SERVICES (IRVING TX)
IA
Issued 05/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2012
Series 24 - General Securities Principal Examination
BC
Issued 08/19/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/10/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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