Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Martinez is a registered representative of Truist Securities, Inc. Steven has over 10 years of experience in the securities industry, having previously worked at RBC Capital Markets, LLC, Goldman, Sachs & Co., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Steven holds Series 7, 79, and 63 licenses, as well as the Securities Industry Essentials (SIE) exam. Steven is currently registered in 52 states and is licensed to offer a wide range of securities products and services to individual and institutional clients.
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.
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.
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2
FL
11/02/2022 - Present
Truist Securities, Inc. (MIAMI FL)
NY
08/17/2018 - 01/15/2022
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
07/08/2013 - 06/28/2016
GOLDMAN, SACHS & CO. (NEW YORK NY)
NJ
11/11/2010 - 10/24/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BC
Issued 08/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 11/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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