Unclaimed
Tanya Martinez is a registered representative with MML Investors Services, LLC and has been in the industry since 2002. Tanya currently holds Series 7, 9, 10, 66 and SIE licenses and is registered in California. Tanya has a previous employment history with UBS Financial Services Inc. and has worked at various firms, including TD Ameritrade, MassMutual Life Insurance Co and Charles Schwab.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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 programs
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.
Solicitors fees
1
2
CA
02/11/2025 - Present
MML Investors Services, LLC (SAN DIEGO CA)
NJ
05/29/2002 - 06/17/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 06/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/13/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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