Terrie Martinez, financial advisor Denver CO
81 score

Terrie Martinez

CRD Number: 5323784
Current Firm: Transamerica Retirement Advisors, LLC

Terrie Martinez (CRD# 5323784) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Denver, CO and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Investor Securities Corporation Denver, CO Feb 2018 - Current < 1
Transamerica Retirement Solutions Denver, CO Feb 2018 - Current < 1
Principal Life Insurance San Diego, CA Mar 2017 - Feb 2018 < 1
Principal Securities San Diego, CA Mar 2017 - Feb 2018 < 1
Manpower Milwaukee, WI Mar 2016 - Mar 2017 1
Fasterhiring, Inc. Lakewood, CO Jan 2014 - Mar 2017 3
World Financial Group, Inc. Greenwood Village, CO Jan 2014 - Mar 2017 3
Transamerica Financial Advisors, Inc. Greenwood Village, CO Jan 2014 - Mar 2017 3
Uber Technologies Denver, CO Jul 2014 - Sep 2016 2
Valic Financial Advisors Lakewood, CO Oct 2012 - Jan 2014 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver, CO Nov 2010 - Oct 2012 1
Pruco Securities, LLC Englewood, CO Oct 2009 - Nov 2010 1
Fasterhiring, Inc. Denver, CO Oct 2008 - Oct 2009 1
The Novo Group Denver, CO Mar 2008 - Oct 2008 < 1
Fixed Income Securities Monument, CO Jan 2008 - Mar 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2010
S66 NASAA Uniform Combined State Law Examination Mar 2011
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Terrie Martinez
Phone Number: 866-368-0566
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    3,803
    MILLIONS
  • Total Number of Accounts
    24,276
    ACCOUNTS
  • Average Account Value
    $156,655
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
81

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