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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Ann Martin is a registered investment advisor with Truist Advisory Services, Inc.. Barbara Ann Martin has been working in the industry since 2005 and has been registered with Truist Advisory Services, Inc. since 2016. Barbara Ann Martin has a Series 6, 7, 63 and 65 license and is registered in 53 states. Barbara Ann Martin specializes in financial planning, portfolio management, and providing wrap fee products and financial profiling services.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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2
FL
08/19/2016 - Present
Truist Advisory Services, Inc. (LITHIA FL)
FL
04/15/2011 - 12/14/2011
CHASE INVESTMENT SERVICES CORP. (TAMPA FL)
FL
07/13/2010 - 08/19/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TAMPA FL)
FL
07/17/2006 - 05/10/2010
SUNTRUST INVESTMENT SERVICES, INC. (SARASOTA FL)
OH
11/18/2005 - 05/02/2006
CHASE INVESTMENT SERVICES CORP. (CLEVELAND OH)
GA
01/03/2005 - 09/28/2005
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
NC
08/05/2004 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
IA
Issued 08/25/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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