Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Martinez is a financial advisor with Citigroup Global Markets Inc. She is based in Houston, Texas, and has been in the industry since 2002. Pamela Martinez has experience providing portfolio management for individuals and businesses. She also offers financial planning, asset allocation advice, and pension consulting services. Pamela Martinez holds Series 7, Series 63, and Series 65 licenses and is registered to provide investment advice in California, New York, and Texas.
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.
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.
Asset allocation advice
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.
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2
TX
11/03/2008 - Present
Citigroup Global Markets Inc. (HOUSTON TX)
TX
09/01/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (HOUSTON TX)
IL
12/01/2003 - 09/07/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
08/22/2002 - 10/10/2003
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
TX
12/12/2001 - 06/07/2002
J.P. MORGAN SECURITIES OF TEXAS, INC. (HOUSTON TX)
IA
Issued 11/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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