Alejandro Ojeda Martinez
Investment adviser representative at Eagle Strategies LLC
12 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$32BFirm assets
Are you Alejandro Ojeda Martinez? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Eagle Strategies LLCSep 2026 to now
- New York LifeJun 2024 to now
- Nylife Securities LLCJun 2024 to now
- Galaxy Insurance GroupApr 2024 to Apr 2024
- Sherwin WilliamsAug 2023 to Jun 2024
- Amplified PlanningJun 2023 to Aug 2023
- Del Mar StrategicJan 2023 to May 2024
- Alejandro MartinezJan 2023 to Apr 2024
- Fidelity InvestmentsJul 2021 to Jan 2023
- Gordos Restaurante MexicanoApr 2021 to Jul 2021
- Prestwood Financial Group LLCFeb 2021 to Feb 2021
- Sabatka Financial Advisory Services Inc.Sep 2020 to Jan 2021
- Alejandro MartinezOct 2019 to Jul 2021
- Meritrust Credit UnionJun 2019 to Aug 2019
- Full-time EducationAug 2017 to May 2021
- Sedgwick County Soccer Association CorporationFeb 2016 to Aug 2017
- Alejandro MartinezMar 2015 to May 2017
- Full-time EducationAug 2014 to May 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (KS).
Eagle Strategies LLC
$32BAssets managed
133,900Clients
2,495Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7325768
- Firm CRD
- 110826