Deborah Martinez

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1989 → Present
  Bank Of America, N.A.
  Houston, TX
• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX

Previous Registrations

• 2002-12-16 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Houston, TX
  Houston, TX

Other Businesses

TEXAS REAL ESTATE LICENSE- NON INVESTMENT RELATED. NO ADDRESS, LICENSE ONLY FOR REAL ESTATE. ONLY HOLDS LICENSES- NO ACTIFITY INVOLVED. TRADING HRS-0. NO ACTIVITY LICENSE HELD BECAUSE IT IS DIFFICULT TO REPLACE IF NOT CONTINUED. LICENSE IS HELD WITH A SALES BROKER AND FAMILY FRIEND THAT DOES NOT PRACTICE REAL ESTATE FOR PRIMARY INCOME. NO ACTIVITY ANTICIPATED WHILE AT BANK OF AMERICA.

Exams

• S66 Uniform Combined State Law Examination
  2002-12-12
• S63 Uniform Securities Agent State Law Examination
  1992-03-06

Other Names

• Debbie Lynn Toon
• Deborah Lynn Clemenson
• Debbie Lynn Cllemenson
• Deborah Lynn Toon
• Deborah Lynn Clemenson Martinez
• Deborah Lynn Martinez
• Deborah Clemenson Martinez
• Debbie Martinez
• Deborah Clemenson Martinez