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Postes actifs de Pete Martinez
Sociétés | Poste | Début | Fin |
---|---|---|---|
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. | Directeur Général | 01/06/2008 | - |
President | 01/06/2008 | - |
Historique de carrière de Pete Martinez
Anciens postes connus de Pete Martinez
Sociétés | Poste | Début | Fin |
---|---|---|---|
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 | 01/01/1998 | 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 | 01/01/1995 | 01/04/2006 |
Formation de Pete Martinez
Baker University | Masters Business Admin |
University of Central Missouri | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Corporate Officer/Principal | 2 |
Chief Executive Officer | 1 |
President | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
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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 |
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 |
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 |
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