Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pedro? Claim Your ProfilePedro Martinez is a registered representative with Fidelity Personal and Workplace Advisors. Pedro has been in the financial services industry for over 9 years. Pedro has passed the Series 7, SIE, and Series 66 exams and holds active registrations in 53 states and 2 districts, as well as two FINRA registrations. Previously, Pedro worked with VOYA FINANCIAL ADVISORS, INC. and WELLS FARGO CLEARING SERVICES, LLC. Pedro is a specialist in 1, 3, 4, 5, and 6 of the areas defined by the SEC for specialization. Pedro works in the Fidelity Personal and Workplace Advisors office located in East Hartford, CT.
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.
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.
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.
1
2
CT
08/09/2024 - Present
Fidelity Personal AND Workplace Advisors (EAST HARTFORD CT)
CT
02/02/2023 - 03/08/2024
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
11/05/2021 - 01/31/2023
WELLS FARGO CLEARING SERVICES, LLC (EAST HARTFORD CT)
BOTH
Issued 12/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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