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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Arnold Martz is an Investment Advisor Representative at Fidelity Personal And Workplace Advisors. Craig is licensed to advise on investments in Florida and Texas. Craig's areas of specialization include investment advisory services, portfolio management for individuals and businesses, as well as financial planning. Craig has been in the industry since 2001 and is a Certified Financial Planner. Craig has held positions with a number of firms including TD Ameritrade, Inc., AXA Advisors, LLC, Transamerica Investors Securities Corporation, Next Financial Group, Inc. and Waddell & Reed, Inc.
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.
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.
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
06/16/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
06/03/2020 - 04/27/2021
TD AMERITRADE, INC. (BOCA RATON FL)
FL
08/15/2019 - 05/22/2020
AXA ADVISORS, LLC (BOCA RATON FL)
FL
04/29/2011 - 08/12/2019
TRANSAMERICA INVESTORS SECURITIES CORPORATION (ST. PETERSBURG FL)
PA
01/19/2007 - 01/12/2011
NEXT FINANCIAL GROUP, INC. (MECHANICSBURG PA)
PA
08/03/2000 - 01/23/2007
WADDELL & REED, INC. (HARRISBURG PA)
IA
Issued 08/07/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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