Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nea? Claim Your ProfileNea C. Martinez is a registered representative with Oneamerica Securities, Inc. Nea has been working in the financial services industry since 1997 and holds the Series 6, 7, and 63 licenses. Nea also holds the SIE exam certification. Nea has experience in the securities industry, with previous roles at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, and TEACHERS PERSONAL INVESTORS SERVICES, INC. Nea specializes in providing financial planning, educational seminars, and portfolio management services.
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.
1
2
IN
01/13/2023 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
CO
11/24/2010 - 09/15/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
NY
07/06/2010 - 11/24/2010
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
CO
07/21/1997 - 07/06/2010
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
BC
Issued 08/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Nea Martinez is the right advisor for you? Invested Better is here to help.
