Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Harrison Martin is a financial advisor at First Citizens Investor Services, Inc. James has been in the industry for over 15 years. James is licensed to provide investment advice in 14 states. James holds the Series 6, Series 7, Series 63, and Series 66 licenses and the SIE exam. James has a history of providing financial advice to individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. James provides financial planning services, portfolio management for individuals and businesses, and selection of other advisors. James's current firm, First Citizens Investor Services, Inc., has approximately $1.73 billion in assets under management.
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.
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
NC
06/02/2014 - Present
First Citizens Investor Services, Inc. (Goldsboro NC)
NC
10/03/2007 - 05/27/2014
WELLS FARGO ADVISORS, LLC (KINSTON NC)
BOTH
Issued 05/31/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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