Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Martinez is a financial advisor with over 20 years of experience in the industry. She is currently registered with J.P. Morgan Securities LLC and holds Series 6, 7, 9, 63 and 65 licenses. Sarah has worked with clients of all sizes, including high-net-worth individuals, corporations, and charitable organizations. Sarah is committed to providing her clients with personalized financial advice that helps them achieve their goals. She has a strong understanding of the financial markets and a proven track record of success.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
01/26/2024 - Present
J.p. Morgan Securities LLC (Jersey City NJ)
NY
01/31/2023 - 11/10/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
09/13/2021 - 10/28/2022
J.P. MORGAN SECURITIES LLC (Jersey City NJ)
NY
05/29/2007 - 12/11/2019
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/04/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
IL
11/07/2000 - 03/01/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IA
Issued 10/25/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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