Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Martinez is a financial advisor at City National Securities, Inc. Raymond has been in the financial industry since 2005 and has a background in providing financial advice to individuals, corporations, and charitable organizations. Raymond is registered with the state of California and has earned both Series 7 and Series 66 licenses. Raymond's expertise lies in providing financial planning services, selecting other advisors, and managing portfolios for individuals and businesses. Prior to joining City National Securities, Inc. Raymond worked at CITI PRIVATE ADVISORY, LLC and CITIGROUP GLOBAL MARKETS INC.
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.
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.
A percentage of the total value of assets under management is charged.
Mutual fund fees, broker fees & transaction fees
1
2
CA
06/11/2018 - Present
City National Securities, Inc. (LOS ANGELES CA)
CA
03/31/2017 - 06/12/2018
CITI PRIVATE ADVISORY, LLC (Los Angeles CA)
CA
01/21/2010 - 06/12/2018
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
CA
05/29/2007 - 03/13/2009
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
CA
06/03/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (LOS ANGELES CA)
MA
01/01/2002 - 09/13/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 06/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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