Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Todd Martin is a registered representative with Northwestern Mutual Investment Services, LLC. Jason has been in the industry since July 2010 and holds Series 6, 7TO, and SIE licenses. Jason is registered with the state securities regulators in California, Florida, Georgia, Illinois, Indiana, Louisiana, Missouri, North Carolina, South Carolina, South Dakota, and Tennessee. Jason's firm also provides investment advice, financial planning, and investment research services.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
NC
07/20/2010 - Present
Northwestern Mutual Investment Services, LLC (Huntersville NC)
BC
Issued 11/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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