Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Anthony Martinez is a financial advisor with LPL Financial LLC based in Visalia, CA. Robert has been in the industry since August 23, 2024 and holds the Series 6TO and SIE licenses. He is registered with FINRA and LPL Financial LLC.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
08/24/2024 - Present
LPL Financial LLC (VISALIA CA)
BC
Issued 08/24/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/22/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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