Unclaimed
Martin Alberto Fuentes is a financial professional with over 15 years of experience in the industry. Fuentes is currently registered with J.p. Morgan Securities LLC, a firm with a history of providing financial advice and investment services. Prior to their current position, Fuentes has held positions with several other firms including Chase Investment Services Corp., Lawson Financial Corporation, and Gunnallen Financial, Inc. Fuentes has a deep understanding of the financial markets and is committed to providing clients with personalized financial advice and guidance. Fuentes holds both the Series 7 and Series 63 licenses, as well as the Securities Industry Essentials (SIE) designation.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
12/05/2015 - Present
J.p. Morgan Securities LLC (CLEARWATER FL)
FL
10/01/2012 - 11/23/2015
J.P. MORGAN SECURITIES LLC (WESLEY CHAPEL FL)
FL
07/17/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WESLEY CHAPEL FL)
FL
06/25/2007 - 12/16/2010
LAWSON FINANCIAL CORPORATION (CLEARWATER FL)
FL
09/26/2006 - 05/25/2007
GUNNALLEN FINANCIAL, INC (TAMPA FL)
BC
Issued 07/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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