Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Martinez is a financial advisor with over 20 years of experience in the financial services industry. She has been registered with the state of Louisiana since 1999. Margaret is currently employed by Raymond James & Associates, Inc., where she has been employed since July 2017. Previously, Margaret was employed by WELLS FARGO CLEARING SERVICES, LLC from January 2008 to July 2017 and A. G. EDWARDS & SONS, INC. from May 1999 to January 2008. Margaret holds the Series 7, Series 63 and SIE licenses. Margaret has a Notary Public commission in the state of Louisiana. Margaret has a proven track record of providing exceptional financial advice to individuals, families, and businesses. She is committed to helping her clients achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
LA
07/21/2017 - Present
Raymond James & Associates, Inc. (BATON ROUGE LA)
LA
01/01/2008 - 07/24/2017
WELLS FARGO CLEARING SERVICES, LLC (BATON ROUGE LA)
LA
05/05/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BATON ROUGE LA)
BC
Issued 09/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Margaret Martinez is the right advisor for you? Invested Better is here to help.
