Unclaimed
Zlatko Martinic is a financial advisor with over 20 years of experience in the industry. Zlatko is currently a registered investment advisor representative at Gamma Investing LLC, a firm with over 1 billion dollars in assets under management. Previously, Zlatko worked for Penserra Securities, LLC and Blackrock Execution Services. Zlatko is a Chartered Financial Analyst and holds several industry licenses including Series 3, 7, 24 and 63. Zlatko also serves as a Partner/Treasurer of Mack Logistics Inc., a non-investment related logistics company.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
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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2
CA
03/23/2021 - Present
Gamma Investing LLC (Oakland CA)
CA
10/31/2016 - 08/29/2019
PENSERRA SECURITIES, LLC (ORINDA CA)
CA
10/10/2000 - 04/18/2016
BLACKROCK EXECUTION SERVICES (SAN FRANCISCO CA)
BC
Issued 10/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2001
Series 3 - National Commodity Futures Examination
BC
Issued 10/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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