Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Beltran is a financial advisor with Stifel, Nicolaus & Company, Inc. with over 20 years of experience in the financial services industry. Martha has a strong track record of providing clients with comprehensive financial advice and investment solutions. Martha works with a wide range of clients, including individuals, families, businesses, and institutions. Martha specializes in financial planning, retirement planning, investment management, and estate planning. Martha is committed to providing her clients with personalized service and helping them 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.
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.
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2
NM
11/18/2021 - Present
Stifel, Nicolaus & Company, Inc. (LAS CRUCES NM)
NM
06/20/2011 - 11/29/2021
WELLS FARGO CLEARING SERVICES, LLC (LAS CRUCES NM)
NM
12/13/2000 - 07/16/2009
WELLS FARGO INVESTMENTS, LLC (SILVER CITY NM)
MN
05/05/1998 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BOTH
Issued 07/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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