Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Matthew Martin is a financial advisor with over 20 years of experience in the financial services industry. James is currently registered with Ameritas Advisory Services, LLC and is a General Agent for the Financial Advisor Network. James is licensed in Texas and is a Series 6, 7, 63 and 66 licensed professional. James has a strong background in providing financial planning, investment management, and insurance services to individuals, families, and businesses. Previous to his current role, James has held positions at MML Investors Services, LLC, MONY Securities Corporation, Princor Financial Services Corporation, Edward Jones, Fidelity Investments Institutional Services Company, Inc., and Pruco Securities Corporation. James is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
11/01/2021 - Present
Ameritas Advisory Services, LLC (BEDFORD TX)
TX
02/11/2005 - 03/15/2011
MML INVESTORS SERVICES, LLC (FORT WORTH TX)
NY
07/06/2001 - 02/09/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
09/02/2000 - 08/01/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MO
02/22/2000 - 06/30/2000
EDWARD JONES (ST. LOUIS MO)
RI
01/07/1998 - 02/01/2000
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NJ
08/23/1996 - 12/12/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 12/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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