Michael Martinez, financial advisor Dublin OH

Michael Martinez

CRD Number: 2978914
Current Firm: The Pension Group

Michael Martinez (CRD# 2978914) is an Investment Advisor Representative working at The Pension Group in Dublin, OH and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
One Resource Group Wealth Management Llc (dba The Pension Group) Dublin, OH Sep 2014 - Current 9
Madison Avenue Securities, LLC San Diego, CA Oct 2017 - Apr 2018 < 1
Kovack Securities, Inc. Fort Lauderdale, FL Oct 2014 - Oct 2017 3
Kovack Advisors, Inc. Fort Lauderdale, FL Oct 2014 - Oct 2017 3
Fsc Securities Corporation Dublin, OH Mar 2012 - Oct 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2004
S65 NASAA Investment Advisors Law Examination Dec 2003
Contact Info for Michael J. Martinez
Phone Number: 614-423-4600
Registered State(s):
  • AL
  • CA
  • FL
  • GA
  • NC
  • OH
  • SC
By the Numbers
  • Total Assets Under Management
    80
    MILLIONS
  • Total Number of Accounts
    458
    ACCOUNTS
  • Average Account Value
    $175,731
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, FL, GA, NC, OH, SC

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