Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Molly? Claim Your ProfileMolly Susan Martinez is a financial advisor with over 20 years of experience in the industry. Molly has a strong background in securities and investment advising. She has been registered with the Securities and Exchange Commission (SEC) since 1994 and holds a Series 6, 7, and 63 licenses as well as a Series 65 license. Currently, Molly is registered with Robert W. Baird & Co. Inc. and is active in both broker-dealer and investment advisor capacities. Molly has previously worked for McAdams Wright Ragen, Inc., UBS Financial Services Inc., and Piper Jaffray & Co. and has a history of working with individuals and institutional clients. Molly is dedicated to providing personalized financial advice to clients and is committed to helping them 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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WA
11/07/2014 - Present
Robert W. Baird & Co. Inc. (Seattle WA)
WA
04/03/2009 - 11/07/2014
MCADAMS WRIGHT RAGEN, INC. (SEATTLE WA)
WA
08/12/2006 - 04/15/2009
UBS FINANCIAL SERVICES INC. (SEATTLE WA)
WA
01/20/1994 - 08/12/2006
PIPER JAFFRAY & CO. (SEATTLE WA)
MA
06/26/1989 - 06/21/1990
PUTNAM FINANCIAL SERVICES, INC. (BOSTON MA)
IA
Issued 02/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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