Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jackie? Claim Your ProfileJackie N Martin is a financial advisor with TLG Advisors, Inc. Jackie has been working in the financial industry since 2005. Jackie is registered with the state of Indiana as an Investment Advisor Representative.
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.
Placement of institutional funds
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
CA
07/27/2022 - Present
TLG Advisors, Inc. (Encino CA)
IN
02/11/2019 - 07/06/2022
FIFTH THIRD SECURITIES, INC. (FORT WAYNE IN)
IN
08/07/2018 - 01/23/2019
LPL FINANCIAL LLC (ELKHART IN)
IN
01/28/2013 - 08/30/2018
FIFTH THIRD SECURITIES, INC. (FT. WAYNE IN)
IN
03/18/2011 - 01/09/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/04/2010 - 02/25/2011
FIFTH THIRD SECURITIES, INC. (FORT WAYNE IN)
IN
11/13/2009 - 01/11/2010
PNC INVESTMENTS (FORT WAYNE IN)
IN
09/21/2009 - 11/13/2009
NATCITY INVESTMENTS, INC. (FORT WAYNE IN)
IN
09/24/2004 - 08/17/2009
PRIMEVEST FINANCIAL SERVICES, INC. (FORT WAYNE IN)
IL
10/29/2003 - 11/11/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 10/27/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/03/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/28/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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