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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Cornelio Guzman is a financial advisor with AE Wealth Management, LLC. Martin is registered with the state of Arizona and New Mexico as an Investment Advisor Representative. Martin is also registered in Texas as a Resident Investment Advisor Representative. Martin has been in the industry since September of 2001, and has worked with Arizona Estate Planners Inc. since that time. Martin has a Series 65 license, obtained in March 2016, and specializes in working with high net worth individuals, corporations, and pension and profit sharing plans.
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.
A percentage of the total value of assets under management is charged.
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AZ
10/21/2024 - Present
AE Wealth Management, LLC (Peoria AZ)
IA
Issued 03/11/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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