Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria E. Martinez is a registered representative with Cetera Investment Advisers LLC. Victoria is a securities professional with experience in providing investment advice and portfolio management to individuals and businesses. Victoria has held previous roles with Frost Brokerage Services, Inc., Goldman Sachs & Co. LLC, and Mercer Allied Company, L.P. Victoria is dedicated to helping clients achieve their financial goals. Victoria is licensed to provide securities and investment advisory services in the state of Texas.
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.
A percentage of the total value of assets under management is charged.
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2
TX
09/06/2023 - Present
Cetera Investment Advisers LLC (NEW BRAUNFELS TX)
TX
08/11/2021 - 09/05/2023
FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
TX
01/04/2021 - 08/24/2021
GOLDMAN SACHS & CO. LLC (DALLAS TX)
TX
08/05/2020 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (DALLAS TX)
BOTH
Issued 10/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/5/2020
Series 7TO - General Securities Representative Examination
BC
Issued 2/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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