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Vanessa N Martinez

Expressive Wealth LLC

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About Vanessa N Martinez

Vanessa N. Martinez is an Investment Advisor Representative at Expressive Wealth LLC. Vanessa has been in the financial industry for over 10 years and holds a Series 6, 7, 63, and 65 license. She is passionate about helping her clients reach their financial goals and has a strong commitment to providing personalized service. Vanessa is also a volunteer with SER Summits Inc., a community-building company that has one conference a year for Latino Financial Advisors.

Firm Information

Vanessa Martinez is currently registered with Expressive Wealth LLC. Expressive Wealth LLC is a Chicago, IL-based registered investment advisor managing $124,784,836 in assets for 117 clients. The firm offers financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. Expressive Wealth specializes in serving high-net-worth individuals and individuals other than high-net-worth.
Expressive Wealth LLC

6650 N NORTHWEST HWY

CHICAGO, IL 60631

$124.78M

Assets Under Management

Not reported

Total Clients

4

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Vanessa Martinez’s Registration & Firm History

IL

08/29/2024 - Present

Expressive Wealth LLC (CHICAGO IL)

IL

10/15/2013 - 03/08/2022

HIGHTOWER SECURITIES, LLC (DEERFIELD IL)

IL

10/01/2012 - 10/15/2013

J.P. MORGAN SECURITIES LLC (CHICAGO IL)

IL

03/12/2008 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

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Licenses & Designations

IA

Issued 06/27/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/20/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/12/2014

Series 7 - General Securities Representative Examination

BC

Issued 03/11/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Vanessa N Martinez.
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