Olivier Martinez
CRD Number: 6256584Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Olivier Martinez (CRD# 6256584) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Seattle, WA and has over 10 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Seattle, WA | Feb 2020 - Current | 4 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle, WA | Jan 2020 - Current | 4 |
Skema Us Foundation | Raleigh, NC | Feb 2018 - Current | 6 |
Waddell & Reed, Inc. | Seattle, WA | Mar 2014 - Current | 10 |
Various Insurance Carriers For W & R Insurance Agencies | Seattle, WA | Mar 2014 - Current | 10 |
Internations Seattle | Seattle, WA | Dec 2015 - Jun 2019 | 3 |
Olivier Martinez Tax Preparation | Seattle, WA | Feb 2016 - Jan 2019 | 2 |
Ufe Seattle | Seattle, WA | Apr 2014 - Dec 2018 | 4 |
French-american Chamber Of Commerce Of The Pnw | Seattle, WA | Oct 2013 - Oct 2018 | 5 |
Room Circus Medical Clowning | Seattle, WA | Jun 2016 - Jul 2017 | 1 |
Room Circus Medical Clowning | Seattle, WA | Apr 2016 - Jul 2017 | 1 |
Karen Einberger Tax Preparation Services | Seattle, WA | Oct 2014 - Jan 2016 | 1 |
Karen Einberger | Seattle, WA | Jul 2014 - Jan 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2013 |
S63 | Uniform Securities State Law Examination | Sep 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- WA
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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