Josefina Martinez
Professional summary
Josefina Martinez, who also goes by Josie Martinez, Josefina Moreno, is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in El Paso, Texas and MISSIONSQUARE INVESTMENT SERVICES located in Washington, District Of Columbia.
Josefina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Josefina has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Josefina Martinez's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 26, 2015 - Present
MISSIONSQUARE RETIREMENT
May 11, 2012 - Present
MISSIONSQUARE INVESTMENT SERVICES
Office #1: 777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240January 1, 2009 - April 11, 2012
TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC.
January 31, 2008 - January 1, 2009
HIMCO DISTRIBUTION SERVICES COMPANY
July 27, 2004 - September 24, 2007
NATIONWIDE INVESTMENT SERVICES CORPORATION
January 6, 2003 - May 5, 2003
PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC.
February 5, 2002 - January 7, 2003
PAN-AMERICAN FINANCIAL ADVISERS
Primary Firm SEC Registration
MISSIONSQUARE RETIREMENT
CRD#: 108783 / SEC#: 801-18273
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/16/2019)
(7/18/2019)
(5/11/2012)
(8/26/2015)
(10/26/2023)
(10/30/2023)
(9/11/2025)
(10/20/2025)
Exams
FINRA
Current Firm
MISSIONSQUARE RETIREMENT
CRD#: 108783 / SEC#: 801-18273
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 58,580 |
| AUM (Assets Under Management) | $ 5,959,398,729 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 01/27/2025 | ||
| 10/27/2023 | ||
| 01/27/2023 |
Red Flags
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