Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mario? Claim Your ProfileMario L. Martinez is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Fort Lauderdale, Florida. Mario L. Martinez has been in the industry since February 2013 and has worked at AXA Advisors, LLC before joining Merrill Lynch, Pierce, Fenner & Smith Inc. Mario L. Martinez holds multiple securities licenses and has a strong understanding of the financial markets. Mario L. Martinez is dedicated to providing clients with the best possible financial advice and guidance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
07/27/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT LAUDERDALE FL)
FL
02/04/2013 - 10/01/2014
AXA ADVISORS, LLC (MIAMI FL)
IA
Issued 08/25/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/25/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Mario Martinez is the right advisor for you? Invested Better is here to help.
