Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Maria Martinez is a registered Investment Advisor Representative. Lisa has been in the financial services industry since 2004. Lisa holds a Series 65 license and is currently registered with the state of Colorado. Lisa is employed by Familywealth, a firm that provides investment advisory services to individuals, corporations, pension and profit sharing plans, and high net worth individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advice to use models of related investment adviser
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.
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CO
01/01/2025 - Present
Familywealth (Denver CO)
IA
Issued 09/08/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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