Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Elena Chinea is a financial professional who has been in the industry since March 1995. Martha is currently registered with Wells Fargo Clearing Services, LLC, in Florida. Prior to her current role, Martha has worked for Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Martha holds FINRA licenses Series 3, 7, 9, 10, 66 and SIE. Martha is registered as an Investment Advisor Representative in Florida. The primary focus of Martha is for individual and business clients.
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.
Investment consulting services to institutional clients
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
08/11/2022 - Present
Wells Fargo Clearing Services, LLC (AVENTURA FL)
FL
05/12/2014 - 06/06/2022
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
01/03/1995 - 05/05/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
BOTH
Issued 11/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/30/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2010
Series 3 - National Commodity Futures Examination
BC
Issued 12/30/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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