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Oscar Martinez

Valley Wealth Strategies, LLC

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About Oscar Martinez

Oscar Martinez is a registered representative with Valley Wealth Strategies, LLC in Lake Forest, California. Oscar has been in the industry since January 24, 2006. Valley Wealth Strategies, LLC is a registered investment advisor with offices in Lake Forest and Lodi, California. The firm's main office is located at 404 W. PINE STREET, SUITE 6, LODI, CA 95240. Oscar Martinez's license with the firm is active, and he holds a Series 63 and a Series 65 license with the State of California. He also holds a Series 7 and a Series 24 license, as well as the Securities Industry Essentials Examination (SIE). Valley Wealth Strategies, LLC provides investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. The firm also provides financial planning services.

Firm Information

Oscar Martinez is currently registered with Valley Wealth Strategies, LLC. Valley Wealth Strategies, LLC is an investment advisory firm headquartered in Lodi, CA. The firm manages over $1 billion in assets for individuals, high-net-worth individuals, and pension and profit-sharing plans. They offer a range of services including financial planning, portfolio management, and selection of other advisors. The firm has 25 licensed agents and 26 registered representatives.
Valley Wealth Strategies, LLC

404 W. PINE STREET

LODI, CA 95240

$1.02B

Assets Under Management

40

Total Clients

23

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Oscar Martinez’s Registration & Firm History

CA

12/20/2018 - Present

Valley Wealth Strategies, LLC (LAKE FOREST CA)

CA

01/25/2006 - 11/29/2017

NATIONAL PLANNING CORPORATION (LAKE FOREST CA)

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Licenses & Designations

IA

Issued 12/20/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/22/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/11/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Oscar Martinez.
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