Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin James Quantz is a financial advisor with over 20 years of experience in the industry. Martin currently works as a registered representative at Wells Fargo Clearing Services, LLC. Martin has a strong background in securities, having held previous roles with firms such as BANC ONE SECURITIES CORPORATION, MONTANO SECURITIES CORPORATION, and HIBBARD BROWN & CO., INC. Martin holds multiple licenses and certifications, including Series 6, 7, 63, and 66. Martin specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management for individuals and businesses. Martin is licensed to provide advisory services in 27 states, including Illinois, Texas, and California.
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
IL
01/17/2020 - Present
Wells Fargo Clearing Services, LLC (SCHAUMBURG IL)
IL
03/02/1999 - 08/22/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
CA
08/16/1993 - 07/26/1994
MONTANO SECURITIES CORPORATION (ORANGE CA)
NY
02/12/1992 - 03/04/1992
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BOTH
Issued 04/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2015
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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