Letty Martinez is a registered investment advisor, based in Brunswick, OH, with 21 years of industry experience.
Location
Brunswick, OH
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Letty is a registered client service manager for Momentum Wealth Partners LLC since 2022, dedicating about half of her time to this role. This activity is not investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2022 - Present · 3 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 2022 - Present · 3 yrs 6 mos
Raymond James Financial Services, INC.
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
UBS Financial Services INC.Broker
August 2012 - November 2022 · 10 yrs 3 mos
UBS Financial Services INC.
August 2012 - November 2022 · 10 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2010 - August 2012 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2010 - August 2012 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2004 - July 2009 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2004 - July 2009 · 5 yrs 2 mos
State Registrations41 states
ALARAZCACOCTDCFLGAIAIDILINKSKYMAMDMIMNMONCNHNJNMNVNYOHORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.