Carlos Martinez
CRD Number: 7639602Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Carlos Martinez (CRD# 7639602) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has 1 year of experience in the finance industry.
CRD# 1674318
Edward Jones
CRD# 4216809
Edward Jones
CRD# 2275363
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Wilson, NC | Jan 2023 - Current | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilson, NC | Sep 2022 - Current | 1 |
Unemployed/llconcrete Sevices | Richlands, NC | Jul 2021 - Sep 2022 | 1 |
Superior Medical Staffing | Chapel Hill, NC | Nov 2021 - Jul 2022 | < 1 |
Unemployed/llconcrete Services | Richlands, NC | Oct 2021 - Nov 2021 | < 1 |
Mt. Calvary Center For Leadership Development | Wallace, NC | May 2021 - Oct 2021 | < 1 |
Latinhire | Santiago, | Jan 2021 - May 2021 | < 1 |
Unemployed | Richlands, NC | Dec 2020 - Jan 2021 | < 1 |
Vipkid | Beijing, | Jan 2020 - Dec 2020 | < 1 |
Pizza Hut | Greenville, NC | May 2020 - Aug 2020 | < 1 |
Unemployed/llconcrete Services | Richlands, NC | Jul 2019 - Jan 2020 | < 1 |
Habaneros | Richlands, NC | Mar 2019 - Jul 2019 | < 1 |
University Of Sounthern California | Los Angeles, CA | Jan 2019 - Jul 2019 | < 1 |
Unemployed | Greenville, NC | Dec 2017 - Jan 2019 | 1 |
East Carolina University | Greenville, NC | Aug 2013 - Dec 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- NJ
- NC
- TX
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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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