Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanette? Claim Your ProfileJeanette Elaine Martin is an active financial advisor with LPL Financial LLC, based in Spokane, WA. Jeanette has been in the industry since 1992 and has a diverse background in the financial services industry. Jeanette has held positions with several well-known firms including Fintegra, LLC, Securities America, Inc., Metropolitan Investment Securities, Inc., Wachovia Securities, Inc., Salomon Smith Barney Inc., Lehman Brothers Inc., and PaineWebber Incorporated. Jeanette has obtained multiple licenses and registrations including Series 7, 63, and 66. Jeanette's specializations include various financial services offerings such as insurance, mutual funds, annuities, variable life insurance, fixed insurance, and more.
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.
Consulting and other non-discretionary advisory services
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.
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2
WA
09/24/2014 - Present
LPL Financial LLC (SPOKANE WA)
WA
05/17/2011 - 07/09/2014
LPL FINANCIAL LLC (SPOKANE WA)
WA
11/23/2005 - 05/20/2011
FINTEGRA, LLC (SPOKANE WA)
NE
09/02/2005 - 11/25/2005
SECURITIES AMERICA, INC. (LAVISTA NE)
WA
07/22/2002 - 09/26/2003
METROPOLITAN INVESTMENT SECURITIES, INC. (SPOKANE WA)
MO
11/30/2000 - 06/20/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NY
07/31/1993 - 11/30/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
04/03/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
05/22/1990 - 04/08/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 03/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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