Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Anne Martinez is a registered representative with MML Investors Services, LLC. Patricia Anne Martinez is also a registered investment advisor. Patricia Anne Martinez has been in the securities industry since March 3, 2010. Patricia Anne Martinez is registered in 53 states and the District of Columbia. Patricia Anne Martinez is also registered as an investment advisor in Florida and Texas. Patricia Anne Martinez has a Series 66, 7, 26 and SIE license. Patricia Anne Martinez has worked at SAGEPOINT FINANCIAL, INC., METLIFE SECURITIES INC., and AMERIPRISE FINANCIAL SERVICES, INC. in the past. Patricia Anne Martinez specializes in providing financial planning services, pension consulting, and educational seminars to individuals, businesses, and corporations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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 programs
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.
Solicitors fees
1
2
FL
02/07/2022 - Present
MML Investors Services, LLC (FT LAUDERDALE FL)
FL
01/15/2016 - 05/12/2016
SAGEPOINT FINANCIAL, INC. (HIALEAH FL)
FL
08/20/2014 - 01/11/2016
SAGEPOINT FINANCIAL, INC. (FT LAUDERDALE FL)
FL
11/05/2009 - 04/02/2014
METLIFE SECURITIES INC. (PLANTATION FL)
MN
05/07/2009 - 09/17/2009
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 07/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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