Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martina? Claim Your ProfileMartina Hamilton is a financial advisor with over 20 years of experience in the industry. Martina currently works at LPL Financial LLC in Fresno, CA. Previously, Martina has worked at Securities America, Inc., Raymond James Financial Services, Inc., LPL Financial LLC, UnionBanc Investment Services, LLC, BancWest Investment Services, Inc., Morgan Stanley DW Inc., IFMG Securities, Inc., LINSCO/PRIVATE LEDGER CORP., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Paine Webber Incorporated. Martina holds Series 63, Series 65, Series 7, and SIE licenses.
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.
Consulting and other non-discretionary advisory services
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.
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CA
11/14/2022 - Present
LPL Financial LLC (FRESNO CA)
CA
09/09/2019 - 11/29/2022
SECURITIES AMERICA, INC. (FRESNO CA)
CA
11/29/2018 - 09/10/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (FRESNO CA)
CA
10/05/2017 - 12/26/2018
LPL FINANCIAL LLC (FRESNO CA)
CA
05/22/2012 - 10/14/2015
UNIONBANC INVESTMENT SERVICES, LLC (TULARE CA)
CA
05/03/2004 - 05/14/2012
BANCWEST INVESTMENT SERVICES, INC. (HANFORD CA)
NY
07/18/2003 - 04/26/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
01/20/2003 - 08/08/2003
IFMG SECURITIES, INC. (PURCHASE NY)
SC
08/25/2000 - 09/20/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
04/05/2000 - 09/15/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
07/28/1999 - 04/05/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 08/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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