Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeannette? Claim Your ProfileJeannette Martin is a financial advisor with over 20 years of experience in the financial services industry. Jeannette is currently registered with Raymond James & Associates, Inc. as a registered representative. Previously, Jeannette was a registered representative with David A. Noyes & Company, Mesirow Financial, Inc., Advanced Equities, Inc., First Allied Securities, Inc., CitiCorp Investment Services, Wayne Hummer Investments L.L.C., Deutsche Banc Alex. Brown Inc., DB Alex. Brown LLC, and Prudential Securities Incorporated. Jeannette holds a Series 3, 7, 24 and 63 license. She is also a registered Investment Advisor in Illinois and Indiana. Jeannette specializes in providing financial planning, portfolio management, and other financial services to individuals, businesses, and institutions.
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.
Please see note in schedule d - miscellaneous
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.
1
2
IL
06/05/2019 - Present
Raymond James & Associates, Inc. (Chicago IL)
IN
01/06/2015 - 12/20/2018
DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)
IL
02/07/2013 - 08/13/2014
MESIROW FINANCIAL, INC. (CHICAGO IL)
IL
08/06/2007 - 11/20/2012
ADVANCED EQUITIES, INC. (CHICAGO IL)
IL
03/08/2006 - 08/21/2007
FIRST ALLIED SECURITIES, INC. (CHICAGO IL)
NY
03/04/2003 - 03/13/2006
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IL
06/05/2002 - 03/03/2003
WAYNE HUMMER INVESTMENTS L.L.C. (CHICAGO IL)
NY
01/13/2001 - 09/20/2001
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
MD
09/18/1998 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NY
02/20/1997 - 04/03/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1998
Series 3 - National Commodity Futures Examination
BC
Issued 02/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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