Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Martinez is a financial advisor with over 7 years of experience in the industry. Patrick is currently registered with Raymond James Financial Services Advisors, Inc. and holds Series 66, Series 7, Series 9, Series 10 and SIE licenses. Patrick has experience working with high-net-worth individuals, corporations, individuals other than high-net-worth, pension and profit-sharing plans, insurance companies and charitable organizations. Patrick provides a variety of financial planning and investment advisory services, including portfolio management, financial planning, pension consulting and educational seminars.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MS
11/14/2022 - Present
Raymond James Financial Services Advisors, Inc. (BAY ST. LOUIS MS)
MS
02/10/2016 - 03/06/2017
EDWARD JONES (OCEAN SPRINGS MS)
BOTH
Issued 03/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/01/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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