Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Martinez is a registered representative with Fidelity Personal And Workplace Advisors. Robert Martinez is a financial advisor with more than two years of experience in the financial industry. Robert Martinez is registered in 15 states. Robert Martinez has been registered with Equitable Advisors, LLC in the past.
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.
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.
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.
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MI
07/08/2022 - Present
Fidelity Personal AND Workplace Advisors (NOVI MI)
MI
08/20/2021 - 04/07/2022
EQUITABLE ADVISORS, LLC (TROY MI)
BOTH
Issued 09/24/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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