Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Veronica? Claim Your ProfileVeronica Martinez is a financial advisor at UBS Financial Services Inc. in Boca Raton, Florida. Veronica has over 10 years of experience in the financial services industry. Veronica is registered to provide investment advisory services in 27 states. Veronica holds licenses for Series 6, 7, 63, and 66. Veronica is also a Certified Financial Planner (CFP®). Veronica specializes in financial planning, portfolio management, and retirement planning. Veronica provides services to individuals, families, and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
06/28/2018 - Present
UBS Financial Services Inc. (BOCA RATON FL)
FL
11/15/2013 - 06/01/2018
SUNTRUST INVESTMENT SERVICES, INC. (FT. LAUDERDALE FL)
FL
04/18/2011 - 10/15/2013
WELLS FARGO ADVISORS, LLC (BOCA RATON FL)
BOTH
Issued 11/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/15/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Veronica Martinez is the right advisor for you? Invested Better is here to help.
