Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hamilton? Claim Your ProfileHamilton Loftin Martin is a financial advisor with over 35 years of experience in the industry. Hamilton Martin is currently registered with Morgan Stanley and holds a Series 66, Series 63, Series 9, Series 10, Series 8, Series 3, Series 7 and SIE licenses. Hamilton Martin has worked for several firms throughout his career, including Hancock Investment Services, Inc., Primevest Financial Services, Inc., Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., and Dean Witter Reynolds Inc. Hamilton Martin is registered in 13 states and is currently active in both Broker-Dealer and Investment Advisor roles.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
LA
02/11/2014 - Present
Morgan Stanley (New Orleans LA)
LA
02/07/2012 - 06/13/2012
HANCOCK INVESTMENT SERVICES, INC. (NEW ORLEANS LA)
LA
04/22/2009 - 02/13/2012
PRIMEVEST FINANCIAL SERVICES, INC. (NEW ORLEANS LA)
LA
01/01/2008 - 04/17/2009
WACHOVIA SECURITIES, LLC (METAIRIE LA)
LA
10/26/1988 - 01/03/2008
A. G. EDWARDS & SONS, INC. (METAIRIE LA)
NA
02/19/1986 - 10/27/1988
DEAN WITTER REYNOLDS INC.
BOTH
Issued 04/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/11/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1986
Series 3 - National Commodity Futures Examination
BC
Issued 02/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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