Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Malinda? Claim Your ProfileMalinda Martin is a financial advisor at Wells Fargo Clearing Services, LLC. Malinda has been in the financial services industry since 1994. Before joining Wells Fargo Clearing Services, LLC in 2022, Malinda worked for BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc. Malinda holds the Series 6, 7, 63, and 65 securities licenses as well as the SIE exam. Malinda is registered with the state of Texas and is a licensed insurance agent.
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.
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.
Investment consulting services to institutional clients
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.
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2
TX
04/05/2022 - Present
Wells Fargo Clearing Services, LLC (EL PASO TX)
TX
05/16/2013 - 08/23/2021
BBVA SECURITIES INC. (EL PASO TX)
TX
12/08/2010 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (EL PASO TX)
TX
03/12/2002 - 04/13/2009
NEW ENGLAND SECURITIES (EL PASO TX)
MA
02/14/1994 - 01/16/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
02/14/1994 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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