Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Christopher Martinez is a financial advisor with Enzi Wealth. William has been in the financial services industry since 2018 and has a Series 66, Series 7, and SIE. William is also a Certified Financial Planner. William's focus is on providing financial planning and portfolio management for individuals and businesses. William has over 337 million dollars in assets under management and is currently registered to practice in California, Colorado, Texas, and Virginia.
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.
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.
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TX
10/21/2024 - Present
Enzi Wealth (AUSTIN TX)
TX
08/20/2018 - 07/20/2021
AMERIPRISE FINANCIAL SERVICES, LLC (AUSTIN TX)
BOTH
Issued 08/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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