Juanita Martinez is a registered investment advisor, based in Harvard, IL, with 10 years of industry experience.
Location
360 S Division St, Suite 5, Harvard, IL, 60033
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Juanita owns Juanita Martinez's Insurance Agency, an insurance agency affiliated with State Farm. She services customers and supervises employees, dedicating about half of her time to this activity.
Employment History
Current Registrations
State Farm Vp Management CORP.
July 2022 - Present · 3 yrs 10 mos
State Farm Investment Management CORP.
July 2022 - Present · 3 yrs 10 mos
State Farm Vp Management CORP.Broker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Oneamerica Securities, INC.Broker
March 2020 - July 2022 · 2 yrs 4 mos
Oneamerica Securities, INC.
March 2020 - July 2022 · 2 yrs 4 mos
MML Investors Services, LLC
June 2019 - March 2020 · 9 mos
MML Investors Services, LLCBroker
November 2018 - March 2020 · 1 yr 4 mos
Country Capital Management CompanyBroker
July 2016 - December 2018 · 2 yrs 5 mos
Metlife Securities INC.Broker
June 2001 - October 2001 · 4 mos
Metropolitan Life Insurance CompanyBroker
June 2001 - October 2001 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1999 - September 2000 · 11 mos
State Registrations3 states
ILINWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.