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Wendy Joan Martinez

Fidelity Brokerage Services LLC

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About Wendy Joan Martinez

Wendy Joan Martinez is a financial advisor with Fidelity Brokerage Services LLC. Wendy has been in the financial industry since 2000. Wendy is registered with FINRA.

Firm Information

Wendy Martinez is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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.

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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Wendy Martinez’s Registration & Firm History

TX

01/15/2021 - Present

Fidelity Brokerage Services LLC (WESTLAKE TX)

MO

06/08/2000 - 11/05/2004

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 01/22/2021

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 09/06/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/14/2021

Series 7TO - General Securities Representative Examination

BC

Issued 01/07/2021

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Wendy Joan Martinez.
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