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Norma Alcira Martinez

Frost Investment Services

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About Norma Alcira Martinez

Norma Alcira Martinez is a registered representative with Frost Investment Services. Norma has been in the financial services industry since 2002 and is registered to provide investment advice in Texas. Norma's previous experience includes working at Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Norma is a Series 6, 7, and 63 licensed representative and holds a Series 66 license. Norma specializes in portfolio management for individuals, businesses, and charitable organizations.

Firm Information

Norma Martinez is currently registered with Frost Investment Services. Frost Investment Services is a registered investment advisor headquartered in San Antonio, Texas. The firm has approximately $1 billion - $10 billion in assets under management and provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. They have over 90 investment advisor representatives and over 60 licensed agents.
Frost Investment Services

111 WEST HOUSTON STREET

SAN ANTONIO, TX 78205

$2.74B

Assets Under Management

Not reported

Total Clients

169

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Norma Martinez’s Registration & Firm History

TX

01/28/2022 - Present

Frost Investment Services (SAN ANTONIO TX)

TX

01/03/2011 - 11/04/2011

WELLS FARGO ADVISORS, LLC (HOUSTON TX)

TX

03/12/2003 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (HOUSTON TX)

AL

03/26/2002 - 02/27/2003

COMPASS BROKERAGE, INC. (BIRMINGHAM AL)

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Licenses & Designations

BOTH

Issued 05/18/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/06/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/25/2002

Series 7 - General Securities Representative Examination

BC

Issued 10/24/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Norma Alcira Martinez.
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