Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robyn? Claim Your ProfileRobyn L. Martinez is a financial advisor with Wells Fargo Clearing Services, LLC. Robyn has been in the financial services industry since December 20, 2008. Robyn is licensed to provide securities advice in Utah and Texas, and is registered with the state of Utah as an investment advisor representative. Robyn has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Robyn also has experience working with Wells Fargo Advisors, LLC, U.S. BANCORP INVESTMENTS, INC., BANCWEST INVESTMENT SERVICES, INC., and J.P. MORGAN SECURITIES 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
1
2
UT
01/10/2022 - Present
Wells Fargo Clearing Services, LLC (SALT LAKE CITY UT)
UT
03/26/2020 - 08/18/2021
LPL FINANCIAL LLC (WEST VALLEY UT)
UT
06/28/2017 - 03/10/2020
U.S. BANCORP INVESTMENTS, INC. (SALT LAKE CITY UT)
WY
02/22/2012 - 02/07/2017
BANCWEST INVESTMENT SERVICES, INC. (ROCK SPRINGS WY)
UT
01/03/2011 - 09/13/2011
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
UT
08/18/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
UT
08/28/2009 - 06/03/2010
CHASE INVESTMENT SERVICES CORP. (SALT LAKE CITY UT)
UT
03/26/2009 - 08/13/2009
J.P. MORGAN SECURITIES INC. (SALT LAKE CITY UT)
IL
12/18/2001 - 09/22/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 09/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robyn Martinez is the right advisor for you? Invested Better is here to help.
