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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel Angel Martinez is a financial advisor with over 8 years of experience in the industry. Miguel is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since December 2022. Prior to that, Miguel was with J.P. MORGAN SECURITIES LLC from March 2015 until January 2023. Miguel holds several licenses, including Series 6, 7, 63, and 66. Miguel specializes in providing investment advice to individuals, businesses, and institutions. Miguel has a wide range of experience in helping clients with their financial planning needs, including retirement planning, college savings, and estate planning. Miguel is also an experienced portfolio manager and has a proven track record of success. Miguel is committed to providing his clients with the highest level of service and expertise.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
04/25/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
TX
03/20/2015 - 01/03/2023
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
BOTH
Issued 04/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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