Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel? Claim Your ProfileManuel Martinez has been in the financial industry since 1978. Manuel is a registered representative with Ameritas Advisory Services, LLC and holds a Series 65 license. Manuel is a licensed independent insurance agent selling fixed insurance products through Martinez & Winter.
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.
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.
Solicitor fees
1
2
CA
11/01/2021 - Present
Ameritas Advisory Services, LLC (ESCONDIDO CA)
CA
03/01/1997 - 06/30/2006
CARILLON INVESTMENTS, INC. (ESCONDIDO CA)
VT
09/20/1983 - 02/12/1997
EQUITY SERVICES, INC. (MONTPELIER VT)
NA
07/18/1977 - 02/23/1983
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
IA
Issued 12/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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