Profil
Pedro Antonio Martinez is currently the President & Private Wealth Manager at IFS Advisors LLC since 2008.
Prior to his current position, he worked as a Principal at New England Securities Corp.
from 1995 to 2006 and as a Portfolio Manager at National Planning Corp.
from 1998 to 2017.
Mr. Martinez holds an MBA from Baker University and an undergraduate degree from the University of Central Missouri.
Aktive Positionen von Pete Martinez
| Unternehmen | Position | Beginn |
|---|---|---|
IFS Advisors LLC
 IFS Advisors LLC Investment ManagersFinance IFS Advisors LLC (dba Insight Financial Services) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Overland Park, Kansas. The firm was founded in 2008 and formerly known as Beacon Asset Management LLC. They offer investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Vorstandsvorsitzender | 01.06.2008 |
Ehemalige bekannte Positionen von Pete Martinez
| Unternehmen | Position | Ende |
|---|---|---|
National Planning Corp.
 National Planning Corp. Investment ManagersFinance National Planning Corp. (NPC) is a registered investment advisor and broker/dealer headquartered in Santa Monica, California and founded in 1998. The firm also does business in New York and Florida under the name NPC of America. On August 2017, LPL Financial LLC acquired NPC from National Planning Holdings, Inc. (NPH). NPC's clients include individuals, corporate entities, trusts, and pension plans & their participants. | Corporate Officer/Principal | 01.10.2017 |
New England Securities Corp.
 New England Securities Corp. Investment ManagersFinance Formed in 1986, New England Securities Corp. is a registered investment advisor located in New York City. The firm is a subsidiary of New England Life Insurance Co. and their ultimate parent is MetLife, Inc. (NYSE: MET). New England Securities Corp. was formerly known as NEL Equity Service Corporation. New England Securities Corp. operates as a broker/dealer for high net-worth families, business owners, and professionals in New England. | Corporate Officer/Principal | 01.04.2006 |
Ausbildung von Pete Martinez
| Baker University | Masters Business Admin |
| University of Central Missouri | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
IFS Advisors LLC
IFS Advisors LLC Investment ManagersFinance IFS Advisors LLC (dba Insight Financial Services) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Overland Park, Kansas. The firm was founded in 2008 and formerly known as Beacon Asset Management LLC. They offer investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
National Planning Corp.
National Planning Corp. Investment ManagersFinance National Planning Corp. (NPC) is a registered investment advisor and broker/dealer headquartered in Santa Monica, California and founded in 1998. The firm also does business in New York and Florida under the name NPC of America. On August 2017, LPL Financial LLC acquired NPC from National Planning Holdings, Inc. (NPH). NPC's clients include individuals, corporate entities, trusts, and pension plans & their participants. | Finance |
New England Securities Corp.
New England Securities Corp. Investment ManagersFinance Formed in 1986, New England Securities Corp. is a registered investment advisor located in New York City. The firm is a subsidiary of New England Life Insurance Co. and their ultimate parent is MetLife, Inc. (NYSE: MET). New England Securities Corp. was formerly known as NEL Equity Service Corporation. New England Securities Corp. operates as a broker/dealer for high net-worth families, business owners, and professionals in New England. | Finance |
