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Maurice Martinez

Arete Wealth Management, LLC

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About Maurice Martinez

Maurice Martinez is a financial advisor with Arete Wealth Management, LLC, based in Sunrise, Florida. Maurice has been in the financial industry since October 7, 2001. Maurice holds the Series 63, Series 7, and SIE licenses. Maurice has previously been registered with a number of other firms, including National Securities Corporation, Wells Fargo Advisors, LLC, LPL Financial LLC, and Citigroup Global Markets Inc. Maurice has extensive experience in the financial services industry and is committed to providing clients with personalized financial advice.

Firm Information

Maurice Martinez is currently registered with Arete Wealth Management, LLC. Arete Wealth Management, LLC is a Limited Liability Company formed on January 20, 1998. The firm is registered with the SEC and in 53 states.

Not reported

Assets Under Management

Not reported

Total Clients

88

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.

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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Maurice Martinez’s Registration & Firm History

FL

07/20/2022 - Present

Arete Wealth Management, LLC (Sunrise FL)

FL

09/26/2014 - 07/21/2022

NATIONAL SECURITIES CORPORATION (MIAMI FL)

FL

12/12/2012 - 12/06/2013

WELLS FARGO ADVISORS, LLC (BOCA RATON FL)

FL

02/08/2012 - 11/08/2012

LPL FINANCIAL LLC (BOCA RATON FL)

FL

08/17/2011 - 12/14/2011

CHASE INVESTMENT SERVICES CORP. (COCONUT CREEK FL)

FL

10/19/2009 - 07/22/2011

CBG FINANCIAL GROUP, INC. (WEST PALM BEACH FL)

NY

07/08/2009 - 10/21/2009

NATIONAL SECURITIES CORPORATION (HUNTINGTON NY)

FL

05/29/2007 - 05/13/2009

CITIGROUP GLOBAL MARKETS INC. (CORAL SPRINGS FL)

FL

09/19/2002 - 05/29/2007

CITICORP INVESTMENT SERVICES (CORAL SPRINGS FL)

NY

03/28/2001 - 10/10/2002

CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)

NY

03/09/2000 - 11/30/2000

CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)

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Licenses & Designations

BC

Issued 03/30/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maurice Martinez.
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