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Marty Michael Martinez

Allstate Financial Advisors, LLC

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About Marty Michael Martinez

Marty Michael Martinez is a financial advisor with Allstate Financial Advisors, LLC. Marty has been in the financial services industry since 2000. Marty has a Series 63, 66, 52, 53, and 7 licenses and is a Certified Financial Planner. Marty is registered to offer advisory services in Alaska, Arizona, California, Florida, Idaho, Illinois, Indiana, Michigan, Nevada, Ohio, Oregon, South Dakota, Texas, and Utah.

Firm Information

Marty Martinez is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

Total Financial Advisors

Services Offered

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.

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selection of other advisors

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Fee Structure

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.

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other

Third party advisory fees

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Marty Martinez’s Registration & Firm History

NV

05/24/2013 - Present

Allstate Financial Advisors, LLC (Henderson NV)

NV

02/28/2012 - 01/02/2013

TRICOR FINANCIAL, LLC (LAS VEGAS NV)

AZ

10/27/2011 - 03/08/2012

ARQUE CAPITAL, LTD. (SCOTTSDALE AZ)

NV

10/01/2010 - 01/25/2011

LINCOLN FINANCIAL SECURITIES CORPORATION (LAS VEGAS NV)

NV

03/04/2009 - 07/26/2010

MML INVESTORS SERVICES, INC. (LAS VEGAS NV)

NY

06/26/2008 - 01/08/2009

NEW ENGLAND SECURITIES (NEW YORK NY)

NV

05/08/2006 - 07/03/2008

MML INVESTORS SERVICES, INC. (LAS VEGAS NV)

NV

10/17/2003 - 05/08/2006

BANC OF AMERICA INVESTMENT SERVICES, INC. (LAS VEGAS NV)

CA

08/05/2002 - 11/14/2003

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

NY

03/16/2000 - 08/05/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

MI

01/24/2000 - 03/01/2000

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

BOTH

Issued 03/24/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/23/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/22/2010

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/1999

Series 7 - General Securities Representative Examination

BC

Issued 09/14/1999

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Marty Michael Martinez. Review regulatory record here.
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