Eduardo 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.
Eduardo Margarito Martinez, who also goes by Eduard Margarito Martinez, Edward Margarito Martinez, Edward Martinez, Ed Martinez, Eddie Martinez, was a registered financial professional .
Eduardo is a previously registered financial professional and started their career in finance in 1997. Eduardo had worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 30, 2024 - February 23, 2026
SECURE INVESTMENT MANAGEMENT, LLC
August 8, 2022 - November 16, 2022
IMPACT PARTNERSHIP WEALTH, LLC
September 23, 2019 - June 28, 2021
AE WEALTH MANAGEMENT, LLC
July 31, 2013 - March 31, 2016
ALLSTATE FINANCIAL SERVICES, LLC
September 23, 2011 - July 16, 2013
INDEPENDENT FINANCIAL GROUP, LLC
November 11, 2009 - October 3, 2011
QUESTAR CAPITAL CORPORATION
August 13, 2008 - November 17, 2009
CETERA WEALTH SERVICES, LLC
December 18, 2007 - August 13, 2008
PENSION PLANNERS SECURITIES, INC.
February 15, 2006 - December 21, 2007
LPL FINANCIAL LLC
May 9, 2003 - February 16, 2006
SECU BROKERAGE SERVICES
July 1, 2002 - December 20, 2002
PLANMEMBER SECURITIES CORPORATION
March 14, 2002 - December 20, 2002
PLANMEMBER SECURITIES CORPORATION
February 9, 2002 - March 13, 2002
PARKLAND SECURITIES, LLC
December 8, 1999 - February 9, 2002
WALNUT STREET SECURITIES, INC.
April 16, 1997 - November 4, 1999
SECURIAN FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
SECURE INVESTMENT MANAGEMENT, LLC
CRD#: 141195 / SEC#: 801-80752
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SECURE INVESTMENT MANAGEMENT, LLC
CRD#: 141195 / SEC#: 801-80752
Contact information
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 825 |
| AUM (Assets Under Management) | $ 38,291,887 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
