Unclaimed
Robert Carlos Martinez is a financial professional with over 20 years of experience in the industry. He is currently registered with Pacific Select Distributors, LLC, where he has been with the firm since 1999. Robert has held previous positions with CAL FED INVESTMENTS, FN INVESTMENT CENTER, SUNAMERICA SECURITIES, INC., and INCOME NETWORK COMPANY. He is licensed to sell securities in California and holds Series 6, 22, 26, 63, and SIE licenses.
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.
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.
1
2
CA
11/04/1999 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
CA
11/13/1998 - 10/08/1999
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
12/24/1997 - 09/02/1998
FN INVESTMENT CENTER (SACRAMENTO CA)
AZ
03/19/1997 - 04/23/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
05/02/1996 - 06/12/1996
INCOME NETWORK COMPANY (IRVINE CA)
BC
Issued 05/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/01/1996
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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