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 Gradient Advisors, LLC. Manuel has been in the financial industry for over 25 years and holds both Series 7 and Series 66 licenses, as well as a SIE exam designation. Manuel is currently registered with the state of Oregon and Texas. Manuel has previous experience with Park Avenue Securities LLC, MML Investors Services, LLC, Citigroup Global Markets Inc., and Citicorp Securities, Inc. Manuel specializes in providing financial planning, portfolio management, and selection of other advisors. Manuel’s previous experience includes working for several other firms in various roles, such as an agent for LegalShield and Family First Life.
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.
A percentage of the total value of assets under management is charged.
Referral fees
1
2
MN
09/13/2022 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
OR
03/21/2018 - 08/05/2020
PARK AVENUE SECURITIES LLC (LAKE OSWEGO OR)
TX
08/10/2016 - 12/07/2017
MML INVESTORS SERVICES, LLC (ADDISON TX)
TX
02/16/2011 - 08/26/2016
PARK AVENUE SECURITIES LLC (ADDISON TX)
NY
12/18/1998 - 04/03/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/26/1998 - 12/18/1998
CITICORP SECURITIES, INC. (NEW YORK NY)
NY
08/02/1996 - 06/20/1997
CITICORP SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 02/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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