Jeannie
Martinez
Hilltop Securities Inc
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About this Advisor
Jeannie Martinez is a financial advisor working in Houston, Texas who has 1 year of relevant experience. Martinez is currently employed by Hilltop Securities Inc. Throughout their career, Martinez has worked at Compass Bank, Bbva Securities Inc, Bbva Compass Insurance Agency, Inc, Bbva Wealth Solutions Inc, Pnc Investments, Hilltop Securities and Bbva Compass Investment Solutions, Inc. Martinez maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Texas. Hilltop Securities Inc is a registered investment firm that has its headquarters in Dallas, TX. The firm has offices in 16 locations and a total of 113 people on staff. It administers $2 billion in total assets between its 4,476 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises seven charitable organizations. Of its 4,476 customer accounts, 17% belong to high-net-worth clients who have at least $1 million in assets. Hilltop Securities Inc performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules largely are based on which service is offered. Fee types charged by Hilltop Securities Inc likely include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hilltop Securities Inc Brokerage Details
$1,730,433,320
113
4,476
$386,603
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jeannie Martinez Work History
Jeannie has been registered as a financial advisor for 1 years.*
Hilltop Securities
Pnc Investments
Bbva Wealth Solutions Inc
Bbva Securities Inc
Bbva Compass Investment Solutions, Inc
Bbva Compass Insurance Agency, Inc
Compass Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeannie Martinez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hilltop Securities Inc
Sherman Oaks, CA
Austin, TX
Austin, TX
Dallas, TX
Austin, TX
Dallas, TX
Monterey, CA
Austin, TX
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