Valerija Martinovic

GLOBAL KEY ADVISORS

San Francisco, CA

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CRD#: 7626254

Professional summary

Valerija Martinovic is a registered financial advisor currently at GLOBAL KEY ADVISORS located in San Francisco, California.

Valerija is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Valerija has worked at 2 firms and has passed the Series 63, Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

Candidate holds life insurance licenses and intends to use them and is currently appointed by F&G. Candidate also has a mortgage loan origination license and a real estate salesperson license and for these is affiliated with Mortgage Magic in Santa Clara, CA (http://www.mortgagemagic.com/about-us/).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Valerija Martinovic's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 19, 2024 - Present

GLOBAL KEY ADVISORS

RIA

CRD#: 170269

San Francisco, CA

Past

September 23, 2022 - December 12, 2023

HARPER INVESTING

RIA

CRD#: 309501

SANTA CLARA, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/9/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/23/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 6/24/2022

Securities Industry Essentials Examination

Current Firm

GLOBAL KEY ADVISORS

GLOBAL KEY ADVISORS | GLOBAL KEY MANAGEMENT LLC

CRD#: 170269 / SEC#:

California

Registered Investment Advisory firm - (7/10/2014 Approved)

Massachusetts

Registered Investment Advisory firm - (7/30/2014 Approved)

Nevada

Registered Investment Advisory firm - (5/29/2014 Approved)

Texas

Registered Investment Advisory firm - (2/10/2016 Approved)

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Contact information

Main Address

Las Vegas, NV

Mailing Address

Phone number

(917) 297-6700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	112
AUM (Assets Under Management)	$ 30,900,000

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.

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Valerija Martinovic

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Valerija Martinovic's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL KEY ADVISORS

HARPER INVESTING

State Registrations and Notice Filings

Exams

Series 63

Date: 10/9/2023

Series 65

Date: 9/23/2022

SIE

Date: 6/24/2022

Current Firm

GLOBAL KEY ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GLOBAL KEY ADVISORS

TRUST BUT VERIFY

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