Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Ortiz Chavez is a financial advisor with Fidelity Brokerage Services LLC. Martin has been in the financial services industry since 2019. Martin is registered in 53 states and is a Series 7, Series 9, Series 10, Series 63, and SIE licensed financial professional. Martin was previously employed with T. Rowe Price Investment Services, Inc. in Colorado Springs, CO. Martin is a licensed financial professional with a variety of investment products available for clients.
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.
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.
1
2
CO
01/08/2021 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
CO
05/29/2019 - 11/23/2020
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BC
Issued 06/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/23/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/29/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Martin Ortiz chavez is the right advisor for you? Invested Better is here to help.
