Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Martinez is a financial advisor registered with LPL Enterprise, LLC in Irvine, CA. Michael is a registered representative and investment advisor representative with over 10 years of experience in the industry. Michael has a broad range of experience, having worked with various firms including Equitable Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Clearing Services, LLC and Edward Jones. Michael specializes in providing financial advice and portfolio management for both individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
CA
11/14/2024 - Present
LPL Enterprise, LLC (IRVINE CA)
CA
11/12/2021 - 08/29/2023
EQUITABLE ADVISORS, LLC (IRVINE CA)
CA
03/01/2019 - 11/16/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)
CA
04/14/2016 - 03/05/2019
WELLS FARGO CLEARING SERVICES, LLC (COSTA MESA CA)
CA
01/06/2014 - 04/14/2016
EDWARD JONES (HUNTINGTON BEACH CA)
CA
04/14/2008 - 11/10/2008
EDWARD JONES (COSTA MESA CA)
BOTH
Issued 01/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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