Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elmer? Claim Your ProfileElmer Eugene Martin is a financial advisor with over 35 years of experience in the financial industry. He has a strong background in providing financial advice and investment management services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Elmer holds licenses for both securities and investment advisory services, and he is licensed to conduct business in multiple states. He is a registered representative of Rockefeller Financial LLC. He provides financial planning, portfolio management, and other advisory 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.
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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TX
03/15/2021 - Present
Rockefeller Financial LLC (San Antonio TX)
TX
07/21/1987 - 03/09/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KENEDY TX)
IA
Issued 08/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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