Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Martin is a financial advisor who has been in the industry since 1998. James is currently registered with Cambridge Investment Research Advisors, Inc. in Ohio and Pennsylvania. James has previously been registered with Nationwide Securities, LLC and Transamerica Financial Advisors, Inc. James has passed the Series 6 and the Securities Industry Essentials Examination. James is also a licensed insurance agent. James is affiliated with Cambridge Investment Research Advisors, Inc., Martin Family Enterprises, Nationwide Securities, LLC, Transamerica Financial Advisors, Inc., Transamerica Agency Network, and LifeWise Academy-Tri-Valley.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
08/16/2019 - Present
Cambridge Investment Research Advisors, Inc. (Dresden OH)
OH
10/30/2009 - 08/02/2019
NATIONWIDE SECURITIES, LLC (ZANESVILLE OH)
OH
06/26/1998 - 09/21/2009
TRANSAMERICA FINANCIAL ADVISORS, INC (DRESDEN OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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