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Lisa Marie Martinez

Fidelity Personal AND Workplace Advisors

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About Lisa Marie Martinez

Lisa Martinez is a financial advisor with Fidelity Personal And Workplace Advisors. Lisa has been working in the financial services industry since 2014 and holds the Series 63, Series 65, Series 7TO and SIE licenses. Lisa specializes in providing financial planning, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations. In addition to her role at Fidelity, Lisa is also the President of a Home Owner's Association.

Firm Information

Lisa Martinez is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large financial services firm with a long history in the industry. They provide a variety of investment and financial planning services to individual and institutional clients, including individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and state or municipal governments. They are known for their comprehensive investment options, low fees, and extensive resources. Fidelity Personal and Workplace Advisors manages over $818 billion in assets for a diverse client base.
Fidelity Personal AND Workplace Advisors

245 SUMMER STREET, V2A

BOSTON, MA 02210

$818.78B

Assets Under Management

13,624

Total Clients

14,642

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lisa Martinez’s Registration & Firm History

TX

08/10/2020 - Present

Fidelity Personal AND Workplace Advisors (SAN ANTONIO TX)

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Licenses & Designations

BC

Issued 08/04/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/24/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/15/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/12/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Lisa Marie Martinez.
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