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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Anthony Martinez is a financial advisor with MML Investors Services, LLC. Matthew is a licensed advisor with 33 years of experience in the industry. Matthew is registered with the state of Arizona as an investment advisor and securities representative and has a Series 6, Series 7, Series 26, and Series 63 license. Matthew is also registered in Arkansas, California, Colorado, Florida, Kansas, Maryland, Minnesota, New York, North Carolina, Oregon, Texas, and Washington as a securities representative. Matthew's prior experience includes roles at Packerland Brokerage Services, Inc., First Allied Securities, Inc., First Heartland Capital, Inc., Legacy Financial Services, Inc., Next Financial Group, Inc., Pruco Securities Corporation, and The Prudential Insurance Company of America.
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.
Asset allocation programs
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.
Solicitors fees
1
2
AZ
03/04/2019 - Present
MML Investors Services, LLC (SCOTTSDALE AZ)
AZ
06/24/2014 - 01/02/2019
PACKERLAND BROKERAGE SERVICES, INC. (Scottsdale AZ)
AZ
04/16/2014 - 06/26/2014
FIRST ALLIED SECURITIES, INC. (Scottsdale AZ)
AZ
02/09/2007 - 04/16/2014
FIRST HEARTLAND CAPITAL, INC. (SCOTTSDALE AZ)
CA
12/11/2003 - 02/09/2007
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
TX
03/06/2001 - 12/11/2003
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
NJ
06/22/1987 - 09/11/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/22/1987 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 08/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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