Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Rico-ortega is a financial advisor at Fidelity Personal AND Workplace Advisors. Martin has been working in the financial industry since 2018, specializing in retirement planning, investment advisory services, and financial planning. Martin is registered with both FINRA and the Securities and Exchange Commission. Martin holds the Series 6, 7TO, 63 and 65 licenses. Martin is currently licensed in Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Louisiana, Maine, Maryland, Massachusetts, Michigan, Mississippi, Missouri, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Tennessee, Texas, Utah, Vermont, Virginia, and Washington. Martin's previous employers include Wells Fargo Clearing Services, LLC.
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.
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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2
FL
10/12/2022 - Present
Fidelity Personal AND Workplace Advisors (BOCA RATON FL)
FL
08/08/2019 - 09/16/2021
WELLS FARGO CLEARING SERVICES, LLC (WEST PALM BEACH FL)
FL
05/30/2018 - 06/25/2019
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
IA
Issued 09/01/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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