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Valerija Martinovic

Global KEY Advisors

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About Valerija Martinovic

Valerija Martinovic is an investment advisor representative for Global Key Advisors. She is registered with the state of California as an Investment Advisor Representative. Valerija is currently employed by Global Key Advisors and previously worked at ESG Planning, Castro Valley Unified School District, and Campbell Union High School District. Valerija Martinovic has a Series 65, Series 63, and SIE license. Valerija specializes in Financial Planning and Portfolio Management for Individuals. Valerija Martinovic holds life insurance licenses and intends to use them and is currently appointed by F&G. Valerija Martinovic also has a mortgage loan origination license and a real estate salesperson license and for these is affiliated with Mortgage Magic in Santa Clara, CA.

Firm Information

Valerija Martinovic is currently registered with Global KEY Advisors. Global KEY Advisors is a financial advisor based in [Location of Main Office]. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. They have approximately $29 million in regulatory assets under management.

$29.00M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Valerija Martinovic’s Registration & Firm History

CA

07/19/2024 - Present

Global KEY Advisors (San Francisco CA)

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Licenses & Designations

BC

Issued 10/09/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/23/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/24/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Valerija Martinovic.
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