Jodi A. Martenson
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.
Jodi Anne Martenson, who also goes by Jodi Ann Martenson, was a registered financial professional .
Jodi is a previously registered financial professional and started their career in finance in 1994. Jodi had worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 12, 2021 - October 7, 2022
PLATINUM ECO CAPITAL, LLC
May 19, 2020 - August 28, 2020
HERCULES INVESTMENTS
March 12, 1997 - September 8, 1999
SENTRA SECURITIES CORPORATION
February 15, 1996 - March 17, 1997
CUNA BROKERAGE SERVICES, INC.
March 23, 1995 - February 8, 1996
SENTRA SECURITIES CORPORATION
September 16, 1994 - February 2, 1995
WELLS FARGO SECURITIES INC.
State Registrations and Notice Filings
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Exams
Current Firm
PLATINUM ECO CAPITAL, LLC
CRD#: 305903 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 240,000 |
Red Flags
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