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 is a financial advisor with over 20 years of experience in the industry. Manuel is a registered representative with Bolton Securities Corp. and holds Series 6, 7, and 66 licenses. Prior to joining Bolton Securities Corp., Manuel worked at SABADELL SECURITIES USA, INC., BETA CAPITAL MANAGEMENT, L.P. and AXA ADVISORS, LLC. Manuel's experience includes offering investment advisory services, insurance products and providing portfolio management for individuals and businesses. Manuel is also an author and playwright, and has published multiple novels and theater plays.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
05/29/2018 - Present
Bolton Securities Corp. (BOLTON MA)
FL
07/06/2017 - 06/04/2018
SABADELL SECURITIES USA, INC. (MIAMI FL)
FL
04/19/2013 - 10/07/2015
BETA CAPITAL MANAGEMENT, L.P. (MIAMI FL)
FL
07/18/2012 - 12/13/2012
MORA WM SECURITIES (MIAMI FL)
FL
06/15/1995 - 01/30/2008
AXA ADVISORS, LLC (MIAMI FL)
NY
06/15/1995 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 11/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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