Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martina? Claim Your ProfileMartina Jimenez sperry is a financial advisor who has been in the industry since 2003. Martina is currently registered with Oneamerica Securities, Inc. and has previously worked with J.P. Morgan Securities LLC, Securian Financial Services, Inc., Pruco Securities, LLC., NYLIFE Securities LLC, American Express Financial Advisors Inc., and IDS Life Insurance Company. Martina provides a variety of services to clients, including financial planning, portfolio management, and educational seminars. Martina also holds multiple professional certifications, including Series 7, Series 9, Series 10, Series 24, and SIE exams.
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.
1
2
IN
10/25/2024 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
GA
04/20/2021 - 08/16/2023
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
GA
07/17/2020 - 03/16/2021
SECURIAN FINANCIAL SERVICES, INC. (Atlanta GA)
GA
08/18/2016 - 02/26/2020
PRUCO SECURITIES, LLC. (ATLANTA GA)
GA
09/13/2002 - 08/30/2016
NYLIFE SECURITIES LLC (ATLANTA GA)
MN
07/18/2002 - 08/27/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/18/2002 - 08/27/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/28/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/29/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Martina Jimenez sperry is the right advisor for you? Invested Better is here to help.
