Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Jo Martin is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Ephrata, Pennsylvania. Amy has been in the financial services industry for over 13 years and is licensed to provide financial advice in multiple states. Her primary focus is on providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Amy is also a Registered Client Services Associate with Fulton Financial Advisors, a role she has held since October 2019.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
PA
09/29/2023 - Present
Raymond James Financial Services Advisors, Inc. (Ephrata PA)
PA
09/19/2010 - 09/10/2014
CETERA ADVISOR NETWORKS LLC (EPHRATA PA)
BOTH
Issued 09/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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