Miguel Martinez (CRD# 5192234) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Cumming, GA and has over 17 years of experience in the finance industry. Miguel Martinez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 1742325
Edward Jones
CRD# 5828415
Ajax Capital Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Investors Securities Corporation | Phoenix, AZ | Jan 2017 - Current | 7 |
| Transamerica Retirement Solutions | Phoenix, AZ | Dec 2016 - Current | 7 |
| Allstate Insurance Co | Phoenix, AZ | Jun 2016 - Dec 2016 | < 1 |
| Camelback Toyota | Phoenix, AZ | Feb 2016 - Jun 2016 | < 1 |
| Unemployed | Phoenix, AZ | Nov 2015 - Jan 2016 | < 1 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Jul 2006 - Nov 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2006 |
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 Management12,680MILLIONS
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Total Number of Accounts160,403ACCOUNTS
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Average Account Value$79,051
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
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