Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Gabriela Prieto hernandez is a financial advisor with Raymond James Financial Services Advisors, Inc., who has been active in the financial services industry since 2016. Martha holds a Series 63 and 65 licenses. Martha's background includes experience with J.P. Morgan Securities LLC, Wells Fargo Clearing Services, LLC, and Wells Fargo Bank, NA. She serves clients such as high-net-worth individuals, corporations, and pension and profit-sharing plans. Martha's firm provides various advisory services, including financial planning, portfolio management, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AZ
09/20/2024 - Present
Raymond James Financial Services Advisors, Inc. (Phoenix AZ)
AZ
03/08/2022 - 01/03/2023
J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)
IA
Issued 07/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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