Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martina? Claim Your ProfileMartina Vega is a financial advisor at Edward Jones, a firm with a long history of providing investment advice and financial services. Martina has over 23 years of experience in the financial industry and holds a variety of licenses and certifications, including Series 6, 7, 63, and 66. She is registered to provide investment advice in 14 states. Martina specializes in providing financial planning services, portfolio management, and retirement planning. She works with a variety of clients, including individuals, families, businesses, and non-profit organizations.
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.
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.
See schedule d - miscellaneous
1
2
CA
01/11/2019 - Present
Edward Jones (VALENCIA CA)
MO
10/01/2004 - 01/03/2006
EDWARD JONES (ST. LOUIS MO)
NY
02/05/2003 - 10/05/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
03/24/1999 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
BOTH
Issued 07/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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