Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marta? Claim Your ProfileMarta Salinas is a financial professional with over 20 years of experience in the industry. She has a diverse background having worked at Fidelity Investments Institutional Services Company, Inc. and now currently at Fidelity Personal AND Workplace Advisors. Marta has a broad range of securities licenses including Series 6, 7, 63, and 66. Marta has a broad range of experience and is licensed to offer investment advice and securities trading services in many states.
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.
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.
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2
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
RI
04/24/1998 - 01/08/2002
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 12/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/18/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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