Virgil M. Martinez
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Virgil Marvin Martinez was a registered financial professional .
Virgil is a previously registered financial professional and started their career in finance in 1994. Virgil had worked at 7 firms and has passed the Series 63, Series 65, Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 29, 2022 - June 3, 2024
VM ADVISORY & CONSULTING LLC
May 16, 2005 - July 28, 2005
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
July 8, 2004 - May 16, 2005
TIAA-CREF TRUST COMPANY, FSB
July 8, 2004 - July 28, 2005
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
November 26, 2002 - August 7, 2003
AMERICAN CENTURY ADVISORY SERVICES, INC.
October 7, 2002 - November 8, 2002
AMERICAN CENTURY ADVISORY SERVICES, INC.
January 8, 1998 - July 18, 2003
AMERICAN CENTURY BROKERAGE, INC.
October 1, 1996 - July 18, 2003
AMERICAN CENTURY INVESTMENT SERVICES INC.
May 13, 1994 - October 1, 1996
THE BENHAM GROUP
State Registrations and Notice Filings
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Exams
Current Firm
VM ADVISORY & CONSULTING LLC
CRD#: 321130 / SEC#:
Contact information
Red Flags
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