Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank B. Martin is a financial professional with over 20 years of experience in the industry. Frank is a Certified Financial Planner and has a strong track record of providing comprehensive financial advice to individuals, families, and businesses. Frank is currently registered with Level Four Advisory Services, LLC, and holds various licenses and registrations including Series 7, 31, 63, and 66. Frank specializes in providing financial planning, portfolio management, and pension consulting 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.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
FL
04/15/2016 - Present
Level Four Advisory Services (Panama City Beach FL)
FL
01/29/2016 - 12/31/2020
LPL FINANCIAL LLC (PANAMA CITY BEACH FL)
FL
11/05/2007 - 02/02/2016
RAYMOND JAMES & ASSOCIATES, INC. (PANAMA CITY FL)
FL
07/04/2002 - 11/08/2007
A. G. EDWARDS & SONS, INC. (PANAMA CITY FL)
BOTH
Issued 08/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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