Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Camarena is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Martin has been in the financial services industry since September 2007. Martin has been registered with Wells Fargo Clearing Services, LLC since April 2015. Prior to that, Martin was a registered investment advisor representative with J.P. MORGAN SECURITIES LLC. Martin has also been registered with Chase Investment Services Corp. and Banc of America Investment Services, Inc. Martin is a Series 6, 7, 63, and 65 licensed representative. Martin is also a SIE licensed representative. Martin is also a registered investment advisor representative in Arizona, California, Florida, Nevada, and Virginia. Martin provides investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals. Martin also has experience in import/export domestic goods. Martin owns rental property in Downey, CA.
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
CA
04/10/2015 - Present
Wells Fargo Clearing Services, LLC (EL SEGUNDO CA)
CA
10/01/2012 - 04/20/2015
J.P. MORGAN SECURITIES LLC (LONG BEACH CA)
CA
05/06/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LONG BEACH CA)
CA
05/30/2006 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LONG BEACH CA)
IA
Issued 08/10/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe 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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