Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reynaldo? Claim Your ProfileReynaldo M. Martinez Jr. is a financial professional with over 17 years of experience in the financial services industry. Reynaldo currently works at MML Investors Services, LLC, where Reynaldo is registered as an investment advisor representative in the state of Texas. Reynaldo has previously worked at several other firms, including MSI Financial Services, Inc., New England Securities, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, SunTrust Investment Services, Inc., BANC ONE Securities Corporation, and Institutional Securities Corporation. Reynaldo holds licenses for Series 6, 7, 63, and 66 exams. Reynaldo specializes in providing a wide range of services, including financial planning, asset allocation programs, and portfolio management for individuals and businesses.
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
AZ
03/25/2017 - Present
MML Investors Services, LLC (SCOTTSDALE AZ)
AZ
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (TEMPE AZ)
AZ
10/07/2013 - 01/02/2015
NEW ENGLAND SECURITIES (PHOENIX AZ)
AZ
06/25/2010 - 10/08/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)
VA
06/05/2006 - 06/29/2010
WELLS FARGO ADVISORS, LLC (WOODBRIDGE VA)
VA
03/07/2005 - 06/07/2006
SUNTRUST INVESTMENT SERVICES, INC. (WOODBRIDGE VA)
IL
03/19/2004 - 01/27/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
11/04/2003 - 03/12/2004
INSTITUTIONAL SECURITIES CORPORATION (DALLAS TX)
BOTH
Issued 06/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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