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 working in the industry since June 1999. Currently, James Martin is registered as a registered representative with Osaic Wealth, Inc. in Connecticut, Florida and Massachusetts. James Martin is also a registered investment advisor representative in Connecticut, Florida and Massachusetts. Prior to joining Osaic Wealth, Inc., James Martin was a registered representative with SagePoint Financial, Inc. and Lincoln Financial Advisors Corporation. James Martin holds a Series 7, Series 24, and Series 66 securities license. James Martin has earned the Certified Financial Planner designation and is also an ordained minister.
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.
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CT
09/01/2023 - Present
Osaic Wealth, Inc. (WINDSOR CT)
CT
05/06/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WINDSOR CT)
CT
06/15/1999 - 05/06/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (HARTFORD CT)
MA
05/30/2001 - 06/22/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (WESTBOROUGH MA)
BOTH
Issued 06/21/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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