Edwin Martinez (CRD# 4268255) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Chicago, IL and has over 6 years of experience in the finance industry.
CRD# 5708876
Nuveen Asset Management, LLC
CRD# 4316392
Spc
CRD# 5438918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bankers Life Advisory Services | Woodstock, GA | Nov 2017 - Current | 6 |
| Bankers Life Securities Inc. | Woodstock, GA | Sep 2017 - Current | 6 |
| Bankers Life & Casualty | Woodstock, GA | Sep 2016 - Current | 7 |
| Renewal By Andersen | Atlanta, GA | Feb 2016 - Aug 2016 | < 1 |
| Focal Wealth Management | Orlando, FL | Jun 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2017 |
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- GA
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Total Assets Under Management1,486MILLIONS
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Total Number of Accounts13,089ACCOUNTS
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Average Account Value$113,532
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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