Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Anthony Martinez is a registered representative with Charles Schwab & CO., Inc., working as a financial advisor. Steve Anthony Martinez is currently licensed in 53 states and the District of Columbia and is registered as an Investment Advisor Representative in Texas. Steve Anthony Martinez began his career in the financial services industry on August 26, 1997. Prior to joining Charles Schwab & CO., Inc., Steve Anthony Martinez was associated with USAA FINANCIAL ADVISORS, INC. and USAA INVESTMENT MANAGEMENT COMPANY.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IN
05/23/2020 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
TX
09/25/2007 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
08/27/1997 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 11/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/08/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/27/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Steve Martinez is the right advisor for you? Invested Better is here to help.
