Unclaimed
Martin Barinaga is a financial advisor with J. W. Cole Advisors, Inc. Martin has over 30 years of experience in the financial services industry. Martin is registered with the state of Alabama as an Investment Advisor Representative. Martin is also a licensed Series 7, Series 6, and Series 63 licensed representative. Martin's previous experience includes employment with PRIMEVEST FINANCIAL SERVICES, INC., FINANCIAL NETWORK INVESTMENT CORPORATION, DELTA EQUITY SERVICES CORPORATION, and THE INVESTMENT CENTER, INC. Martin has served clients in the areas of financial planning, portfolio management, and selection of other advisors. Martin is committed to providing clients with personalized financial advice and helping them reach 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.
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 consulting
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.
1
2
FL
01/05/2009 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
AL
11/14/2003 - 12/22/2008
PRIMEVEST FINANCIAL SERVICES, INC. (HUNTSVILLE AL)
CA
04/24/1996 - 11/28/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MA
03/07/1994 - 04/29/1996
DELTA EQUITY SERVICES CORPORATION (BOLTON MA)
NJ
08/20/1990 - 02/28/1994
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
BC
Issued 08/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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