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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg J. Martin is a registered representative and investment advisor representative with Cetera Investment Advisers LLC. Greg has been in the financial services industry since 2011. Greg is licensed in Alabama and Texas. Greg has been with Cetera Investment Advisers LLC since 2014. Greg is also registered with Cetera Investment Services LLC. Greg holds the Series 63, Series 66, Series 7, and SIE licenses. Greg provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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2
AL
01/24/2023 - Present
Cetera Investment Advisers LLC (GARDENDALE AL)
AL
05/16/2013 - 06/12/2013
BBVA SECURITIES INC. (BIRMINGHAM AL)
AL
09/13/2012 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (BIRMINGHAM AL)
AL
07/29/2011 - 09/06/2012
MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)
BOTH
Issued 11/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/8/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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