Unclaimed
Deborah Martin is a financial advisor with Raymond James & Associates, Inc. in Winter Haven, FL. Deborah has been in the financial industry since 2004. Deborah is a registered representative with FINRA and holds the Series 63, Series 7, and SIE licenses. Deborah specializes in providing financial planning and investment advice to individuals and families, corporations, and institutions.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
05/19/2006 - Present
Raymond James & Associates, Inc. (WINTER HAVEN FL)
FL
12/13/2004 - 05/22/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (WINTER HAVEN FL)
BC
Issued 03/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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