Unclaimed
Veronica Annette Martinez is a financial advisor currently working with J.p. Morgan Securities LLC. Veronica has been in the financial services industry since August 14, 2012 and has a strong track record with multiple licenses and registrations. Veronica holds Series 6, Series 63, and SIE licenses and is registered in multiple states including California, Indiana, New Jersey and Washington. Veronica has worked previously with Chase Investment Services Corp. Veronica is dedicated to providing clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
10/01/2012 - Present
J.p. Morgan Securities LLC (CLAREMONT CA)
CA
08/15/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (AZUSA CA)
BC
Issued 08/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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