Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tatianna? Claim Your ProfileTatianna Martinez-ventura is an investment advisor representative at Snowden Capital Advisors LLC, a firm with over 5.9 billion dollars in assets under management. Tatianna joined the firm in 2020, bringing over 15 years of experience in the financial industry. She has a broad range of experience in providing financial and investment advice to individuals, corporations and institutional clients. Tatianna holds Series 7 and 66 licenses and is registered to provide investment advice in multiple states.
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.
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
FL
05/05/2020 - Present
Snowden Capital Advisors LLC (Coral Gables FL)
FL
11/12/2013 - 04/29/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)
FL
11/06/2003 - 11/14/2013
WELLS FARGO ADVISORS, LLC (MIAMI FL)
BOTH
Issued 04/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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