Tania Martinez (CRD# 5221780) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in New York, NY and has over 13 years of experience in the finance industry.
CRD# 5366446
Lavish Financial Planning
CRD# 5543496
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1358227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Citigroup | New York, NY | Jun 2019 - Current | 5 |
J.p Morgan Securities LLC | New York, NY | Jul 2011 - Jun 2019 | 7 |
J.p Morgan Chase Bank | New York, NY | Jul 2011 - Jun 2019 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2011 |
S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
- NJ
- NY
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Total Assets Under Management40,516MILLIONS
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Total Number of Accounts53,880ACCOUNTS
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Average Account Value$751,976
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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