Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Martinez is a financial advisor at Edward Jones. Stephen has been in the financial services industry since 2012. Stephen has Series 6, 7 and 66 securities licenses. Stephen has experience working with individuals, businesses, partnerships, investment clubs, limited liability companies, charitable organizations, and pension and profit-sharing plans. Stephen is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
See schedule d - miscellaneous
1
2
TX
06/02/2021 - Present
Edward Jones (BORGER TX)
TX
06/14/2016 - 06/01/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AMARILLO TX)
VA
08/17/2012 - 09/09/2015
FARMERS FINANCIAL SOLUTIONS, LLC (CHESAPEAKE VA)
BOTH
Issued 08/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/16/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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