Unclaimed
Salvador Martinez is a financial advisor in Roseville, CA. Salvador has over 30 years of experience in the financial services industry. Salvador is registered with the state of California as an investment advisor representative and also holds a Series 7, Series 6, and Series 63 license, allowing Salvador to provide a wide range of services to individual and institutional clients. Salvador's services include financial planning, portfolio management, and retirement planning. Salvador is currently affiliated with Mariner Independent. Previously, Salvador was employed with ALLSTATE FINANCIAL SERVICES, LLC and SUNAMERICA 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.
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.
1
2
CA
07/08/2016 - Present
Mariner Independent (Roseville CA)
CA
04/18/2000 - 11/07/2012
ALLSTATE FINANCIAL SERVICES, LLC (ROSEVILLE CA)
AZ
01/01/1990 - 04/27/2000
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NE
10/25/1999 - 11/23/1999
LSA SECURITIES, INC. (LINCOLN NE)
IA
Issued 09/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Salvador Martinez is the right advisor for you? Invested Better is here to help.