Investment Advisor: Platinum Wealth Partners
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Company: Platinum Wealth Partners
Contact: Bob Martinez
100 North Tampa Street
Suite 1600
Tampa, Florida, 33602
Phone: (813) 579-1664
Fax:
(813) 221-1606
Website: http://www.bobmartinez.net
Platinum Wealth is a Partnership of highly skilled advisors, located in several offices who share the common vision of providing the highest level of personalized service to our commercial and private clients.
Serves Counties: Hillsborough (FL), Pasco (FL), Pinellas (FL), Sarasota (FL), (MA)
License #: 4779297
Licensed to sell Insurance Products:Yes
Licensed to sell securities:Yes
Financial Advisor Experience: 6-10 Years
Designations: MBA, AAMS, CRPS
Products:
Reits
Life Insurance
Long Term Care Insurance
Bonds
Stocks
Annuities
Mutual Funds
Alternative Investments
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)
Minimal Assest: $250,000
License Type: Series 7,Health Insurance,Life Insuranc
Insurance Type:
Disclosure:
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