Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Sidney Martin III is a financial advisor at Heartwood Wealth Advisors, LLC in Richmond, VA. Edwin has been in the industry since May 1997. Edwin is also a registered representative of Wells Fargo Advisors Financial Network, LLC. Edwin has a Series 7, Series 31, Series 63, and Series 65 licenses. Edwin has also passed the Securities Industry Essentials Exam. Edwin is a specialist in the areas of retirement planning, estate planning, and investment management. Edwin has a history of working with individual investors, high net worth individuals, and pension plans.
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.
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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VA
06/06/2019 - Present
Heartwood Wealth Advisors, LLC (RICHMOND VA)
VA
02/22/2013 - 06/05/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (RICHMOND VA)
VA
05/15/1997 - 02/25/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
IA
Issued 06/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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