Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrie? Claim Your ProfileTerrie Martinez is an investment advisor representative at Empower Advisory Group, LLC, located in Greenwood Village, CO. Terrie has been in the industry since 2010 and is registered with the state of Colorado. Terrie has experience with a variety of financial products and services, including insurance, financial planning, and portfolio management. Terrie is committed to providing her clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CO
11/12/2021 - Present
Empower Advisory Group, LLC (Lakewood CO)
CO
11/27/2019 - 07/10/2020
TRANSAMERICA FINANCIAL ADVISORS, INC (NORTHGLENN CO)
CO
02/15/2018 - 08/27/2019
TRANSAMERICA INVESTORS SECURITIES CORPORATION (DENVER CO)
CA
04/20/2017 - 02/14/2018
PRINCIPAL SECURITIES, INC. (SAN DIEGO CA)
CO
02/06/2014 - 11/22/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (GREENWOOD VILLAGE CO)
CO
10/22/2012 - 01/29/2014
VALIC FINANCIAL ADVISORS, INC. (LAKEWOOD CO)
CO
01/31/2011 - 10/04/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
CO
03/26/2010 - 11/30/2010
PRUCO SECURITIES, LLC. (ENGLEWOOD CO)
BOTH
Issued 03/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/25/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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