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Orlando David Martinez

American Century Investment Services Inc.

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About Orlando David Martinez

Orlando David Martinez is a financial advisor with American Century Investment Services Inc. Orlando has been in the industry since May 15, 2022. Orlando is registered with the state of Missouri and is licensed to sell securities in all 50 states. Orlando holds the Series 7TO, Series 6TO, and Series 63 licenses. American Century Investment Services Inc. is a registered investment advisor and is not affiliated with any particular investment strategy, product, or platform.

Firm Information

Orlando Martinez is currently registered with American Century Investment Services Inc.. American Century Investment Services Inc. is a Corporation formed on 1962-04-18. It is registered with the SEC and in all 50 states, plus Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

209

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.

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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Orlando Martinez’s Registration & Firm History

MO

05/16/2022 - Present

American Century Investment Services Inc. (KANSAS CITY MO)

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Licenses & Designations

BC

Issued 07/08/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/23/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/16/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/28/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Orlando David Martinez.
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