JACQUELYN MARTINEZ

Financial Advisor

Address: 1211 Avenue of the Americas, 27TH FLOOR , New York , NY 10036-0000
Call: 212-759-1297 | 800-655-7444 Fax: 212-205-2891
Email: Jacquelyn.Martinez@wellsfargoadvisors.com Compose mail in a new window

My Background

My Experience

2022 - 2025 : Charles Schwab: VP, Financial Consultant
2018 - 2024 : TD Ameritrade: Sr. Financial Consultant
2015 - 2018 : TD Bank: Financial Services Representative
2015 - 2015 : Citibank: Personal Banker

My Education & Credentials

Bachelor of Science in Business - University of Phoenix

My Areas of Focus

Advisory Services
Estate Planning Strategies
Retirement Planning

Securities Registered in the following states: CA, CT, DE, FL, IA, ID, IL, IN, KS, MA, MD, NC, NJ, NV, NY, PA, RI, TN, TX, UT, VA, VT
Insurance licensed in the following states: Resident State: NY
JACQUELYN MARTINEZ: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: New York : New York Branch