Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen Veronica Martz is a financial advisor with Raymond James & Associates, Inc. Ellen has been in the industry since August 1984 and has a wealth of experience. Ellen has earned the Series 7, 63, and 65 licenses, and holds registrations in several states. Ellen is a highly qualified advisor who is committed to providing her clients with personalized financial advice and 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.
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
MI
12/10/2019 - Present
Raymond James & Associates, Inc. (SAGINAW MI)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
10/22/1993 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
NY
07/31/1993 - 11/12/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/25/1985 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
08/22/1984 - 02/11/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 10/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
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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