Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlotte? Claim Your ProfileCharlotte C. Martin is a financial advisor who has been in the industry since July 1986. She is currently registered with LPL Financial LLC in Pulaski, Tennessee. Charlotte has a wide range of experience, having previously worked at FSC Securities Corporation, ProEquities, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, OneAmerica Securities, Inc., American United Life Insurance Company, Centaurus Financial, Inc., EQ Financial Consultants, Inc., and The Equitable Life Assurance Society of the United States. Charlotte is a Series 6, 7, 22, and 66 licensed professional.
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.
Consulting and other non-discretionary advisory services
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.
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2
TN
11/05/2019 - Present
LPL Financial LLC (PULASKI TN)
TN
06/02/2009 - 11/05/2019
FSC SECURITIES CORPORATION (PULASKI TN)
TN
10/12/2006 - 06/03/2009
PROEQUITIES, INC. (PULASKI TN)
TN
02/27/2003 - 10/18/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (PULASKI TN)
IN
02/27/2003 - 05/25/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
05/11/1999 - 03/04/2003
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
05/11/1999 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
CA
04/15/1999 - 05/11/1999
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
NY
07/28/1986 - 04/15/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
07/28/1986 - 04/15/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 01/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/25/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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