Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Martinez is a financial advisor with over 23 years of experience in the industry. Michelle is a CERTIFIED FINANCIAL PLANNER™ professional and is registered to provide investment advice in several states. Michelle currently works with Osaic Wealth, Inc. and specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Michelle has worked with a variety of clients throughout her career, including individuals, businesses, and retirement plans. Michelle is committed to helping clients achieve their financial goals.
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.
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
CO
06/14/2024 - Present
Osaic Wealth, Inc. (Gypsum CO)
CO
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Gypsum CO)
CO
11/12/2014 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Gypsum CO)
CO
03/27/2012 - 11/11/2014
VOYA FINANCIAL ADVISORS, INC. (GYPSUM CO)
CO
01/06/2012 - 03/28/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (GREENWOOD VILLAGE CO)
CO
04/04/2011 - 01/06/2012
WORLD GROUP SECURITIES, INC. (GREENWOOD VILLAGE CO)
WI
01/14/2009 - 11/09/2009
LPL FINANCIAL CORPORATION (BROOKFIELD WI)
WI
05/18/2004 - 12/12/2008
WOODBURY FINANCIAL SERVICES, INC. (BROOKFIELD WI)
WI
12/05/1997 - 04/27/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BOTH
Issued 07/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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