Unclaimed
H. Terry Martine is an investment advisor representative with Signal Advisors Wealth, LLC and FRS Investment Advisors LLC. Terry Martine is licensed to provide investment advice in Florida. Terry Martine has been working in the financial services industry since 2001. Terry Martine has a strong track record of success in helping clients achieve their financial goals. Terry Martine specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses. Terry Martine is also a registered representative with PlanMember Securities Corporation, ING Financial Advisers, LLC, UBS Financial Services Inc., ICBA Securities, and Vining Sparks.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
10/31/2024 - Present
Signal Advisors Wealth, LLC (WELLINGTON FL)
FL
10/08/2007 - 08/31/2010
PLANMEMBER SECURITIES CORPORATION (DANIA BEACH FL)
FL
09/15/2006 - 10/09/2007
ING FINANCIAL ADVISERS, LLC (DANIA BEACH FL)
FL
07/07/2005 - 09/05/2006
UBS FINANCIAL SERVICES INC. (FT. LAUDERDALE FL)
TN
11/30/2001 - 07/14/2003
ICBA SECURITIES (MEMPHIS TN)
TN
08/03/2001 - 07/14/2003
VINING SPARKS (MEMPHIS TN)
IA
Issued 06/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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