Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Letty? Claim Your ProfileLetty Martinez has been working in the financial services industry since 2005. Letty is currently registered with Raymond James Financial Services Advisors, Inc. and has been working with them since November 2022. Letty has experience working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. Letty has experience working with clients of varying sizes and types, from individuals to corporations. Letty is a Registered Representative and Investment Advisor Representative, registered with the states of Ohio and Texas. Letty has passed numerous exams including Series 66, Series 10, Series 9, SIE, and Series 7. Letty has several years of experience working with clients on a variety of financial planning and investment needs.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
11/02/2022 - Present
Raymond James Financial Services Advisors, Inc. (Akron OH)
OH
08/24/2012 - 11/14/2022
UBS FINANCIAL SERVICES INC. (AKRON OH)
OH
05/18/2010 - 08/28/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MEDINA OH)
OH
05/10/2004 - 07/22/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEVELAND OH)
BOTH
Issued 11/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/10/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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