Carmen Martinez Wu

Current Employers

Employment History

• 09/2014 → 06/2021
  Voya Financial Advisors
  Vienna, VA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2007-09-05 → 2021-06-09
  Voya Financial Advisors, Inc.
  Bridgewater, NJ
  Vienna, VA
  Windsor, CT
• 2005-06-27 → 2007-08-10
  Bb&T Investment Services, Inc.
  Fairfax, VA
  Charlotte, NC
  Charlotte, NC
• 2004-07-28 → 2005-06-24
  Bb&T Asset Management, Inc.
  Raleigh, NC
• 2004-04-22 → 2004-07-28
  Bb&T Investment Services, Inc.
  Charlotte, NC
• 2000-05-02 → 2003-08-29
  J.P. Atkinson & Associates, Inc.
  Vienna, VA

Other Businesses

1. NAME OF ENTITY: Egan, Berger & Winer, LLC; Yes; 1919 GALLOWS RD STE 600; VIENNA; VA; 22182; DBA; Financial Advisor; 8/17/2007; 200; 200; DBA for sales of fixed and securities products.| 2. NAME OF ENTITY: Carmen Martinez; No; 3709 S GEORGE MASON DR; FALLS CHURCH; VA; 22041; Art Work; Artist; 7/1/2002; 40; 40; Painter.| 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 06/17/1993; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 2: POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 4. NAME OF OTHER BUSINESS: ROTARY CLUB OF MCLEAN ; INVESTMENT RELATED: NO; ADDRESS: 1545 CHAIN BRIDGE ROAD MCLEAN, VA 22101 ; NATURE OF BUSINESS: NON PROFIT ; START DATE: 07/2024 ; POSITION/TITLE/RELATIONSHIP: PAST- PRESIDENT; APX NUMBER OF HOURS PER WEEK: 6 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0 ; BRIEF DESCRIPTION OF DUTIES: TO RECRUIT THE NEXT SECRETARY; 5. NAME OF OTHER BUSINESS: MCLEAN ROTARY CLUB; INVESTMENT RELATED: NO; ADDRESS: MCLEAN, VA, 22101; NATURE OF BUSINESS: BOARD; START DATE: 7/2026; POSITION/TITLE/RELATIONSHIP: FOUNDATION PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LEAD THE MCLEAN ROTARY FOUNDATION BOARD MEETINGS;

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-22
• S63 Uniform Securities Agent State Law Examination
  1988-11-29

Other Names

• Maria Delcarmen
• Carmen Salceda Martinez
• Carmen Mariadel
• Carmen S Martinez
• Carmen Salceda Martinez