![Pete Martinez](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Aktive Positionen von Pete Martinez
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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 | - |
Präsident | 01.06.2008 | - |
Karriereverlauf von Pete Martinez
Ehemalige bekannte Positionen von Pete Martinez
Unternehmen | Position | Beginn | 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 | 01.01.1998 | 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 |
Ausbildung von Pete Martinez
Baker University | Masters Business Admin |
University of Central Missouri | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 6 |
Operativ
Corporate Officer/Principal | 2 |
Chief Executive Officer | 1 |
President | 1 |
Sektoral
Finance | 4 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
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 |
- Börse
- Insiders
- Pete Martinez
- Erfahrung