Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Martinez is a financial advisor registered with Strategy Asset Managers LLC and has been in the industry since 2010. Victor has a broad experience in the financial industry, including prior experience with Morgan Stanley and Merrill Lynch. Victor works with a wide range of clients, including high-net-worth individuals, charitable organizations, corporations, and pooled investment vehicles. Victor specializes in financial planning, pension consulting, and portfolio management for individuals 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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/11/2024 - Present
Strategy Asset Managers LLC (PASADENA CA)
CA
11/01/2019 - 01/02/2024
MORGAN STANLEY (El Segundo CA)
CA
04/01/2016 - 11/07/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EL SEGUNDO CA)
CA
02/08/2010 - 04/20/2016
MORGAN STANLEY (LOS ANGELES CA)
BOTH
Issued 04/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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