Ivan Martinez
Professional Summary
Ivan Martinez is a registered financial advisor currently at WELLESLEY HILLS SECURITIES located in Newton, Massachusetts. Ivan is registered as a RR (Registered Representative) and started their career in finance in 2025. Ivan has worked at 1 firm and has passed the Series 79TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
1 years in the financial services industry
Current & Past Employments
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Current Firm
WELLESLEY HILLS SECURITIES | WELLESLEY HILLS SECURITIES, LLC
Contact Information
Main Address
1087 Beacon Street Suite 303, Newton, MA 02459Mailing Address
1087 Beacon Street Suite 204, Newton, MA 02459Phone Number
(617) 465-2425Established
Massachusetts since 08/09/2020Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (10 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Dec 2025About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Ivan Martinez's CRS (Customer Relationship Summary).
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