Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pablo? Claim Your ProfilePablo Luna martinez is a financial advisor with Charles Schwab & Co., Inc. with an office located in Westlake, Texas. Pablo Luna martinez has been in the industry since October 3, 2018. Pablo Luna martinez has passed the Series 63, Series 7 and the SIE exams and is registered with the state of Texas. Previously, Pablo Luna martinez was registered with J.P. MORGAN SECURITIES LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
12/18/2018 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
07/05/2018 - 09/17/2018
J.P. MORGAN SECURITIES LLC (Plano TX)
BC
Issued 05/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Pablo Luna martinez is the right advisor for you? Invested Better is here to help.
