Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Silvio? Claim Your ProfileSilvio Alberto Martinez is a financial advisor with over 20 years of experience in the industry. He is currently registered with Citigroup Global Markets Inc. and has previously held positions at CHASE INVESTMENT SERVICES CORP., AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, and NATIONAL SECURITIES CORPORATION. Silvio holds the Series 7, Series 63, SIE, and Series 79TO licenses. Silvio provides various financial services including portfolio management for individuals and businesses, financial planning, security ratings, pension consulting and asset allocation advice.
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.
Asset allocation advice
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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2
NY
04/04/2024 - Present
Citigroup Global Markets Inc. (New York NY)
NY
07/15/2005 - 10/30/2007
CHASE INVESTMENT SERVICES CORP. (ASTORIA NY)
MN
04/12/2004 - 05/26/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/12/2004 - 05/26/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
01/01/2004 - 03/22/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/01/2004 - 03/22/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
FL
10/24/2000 - 09/20/2002
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
BC
Issued 01/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/18/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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