Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ralph? Claim Your ProfileRalph Joseph Martinez is a financial advisor with over 13 years of experience in the financial services industry. Ralph has a Series 6, 7, 63, and 65 licenses and holds a Bachelor's degree in Business Administration from the University of Richmond. Ralph currently works for Raymond James Financial Services Advisors, Inc. and is also an Associate/Employee at TowneBank. Ralph is a member of the Board of Directors and Sub Chair for the Finance Committee of Bizworks.
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
VA
06/14/2022 - Present
Raymond James Financial Services Advisors, Inc. (Richmond VA)
VA
10/31/2018 - 06/23/2020
WELLS FARGO CLEARING SERVICES, LLC (HIGHLAND SPRINGS VA)
VA
12/16/2013 - 03/02/2018
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
03/10/2011 - 11/06/2013
WELLS FARGO ADVISORS, LLC (GLEN ALLEN VA)
IN
05/19/2010 - 11/17/2010
KEY INVESTMENT SERVICES LLC (INDIANAPOLIS IN)
IN
03/26/2007 - 05/06/2010
CHASE INVESTMENT SERVICES CORP. (INDIANAPOLIS IN)
IA
Issued 11/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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