![Natasha Martinez, financial advisor Eau Claire WI](/img/ws/profile-blank-sq.png)
Natasha Martinez
CRD Number: 7446490Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Natasha Martinez (CRD# 7446490) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Eau Claire, WI and has 1 year of experience in the finance industry.
![Kevin McKinley, financial advisor Eau Claire WI](/img/ws/profile-blank-sq.png)
CRD# 1177018
Mckinley Money, LLC
![Melissa Albrecht, financial advisor Eau Claire WI](/img/ws/profile-blank-sq.png)
CRD# 6867949
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![Amy Anderl, financial advisor Eau Claire WI](/img/ws/profile-blank-sq.png)
CRD# 6621851
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Eau Claire, WI | Apr 2024 - Current | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Eau Claire, WI | Sep 2021 - Current | 2 |
Bank Of America | Coachella Valley, CA | Oct 2018 - Sep 2021 | 2 |
Unemployed | Anaheim, CA | Jun 2018 - Oct 2018 | < 1 |
Solar City/tesla | Santa Ana, CA | May 2017 - Jun 2018 | 1 |
Unemployed | Los Angeles, CA | Sep 2016 - May 2017 | < 1 |
Crius Energy | Stamford, CT | Nov 2014 - Sep 2016 | 1 |
Uconn- University Of Connecticut | Storrs, CT | Jan 2014 - Aug 2016 | 2 |
Aerotek/crius Energy | Stamford, CT | Apr 2014 - Nov 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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