Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Martin is a financial advisor with over 35 years of experience in the industry. Jeff is currently registered with LPL Financial LLC and has been with the firm since July 2021. Before joining LPL Financial LLC, Jeff was with Waddell & Reed from June 2001 to July 2021. Jeff is also registered with the states of Alabama, Arizona, California, Colorado, Florida, Kansas, Massachusetts, Missouri, Nebraska, Nevada, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Rhode Island, South Carolina, South Dakota, Texas, and Virginia. Jeff is a Chartered Financial Consultant. Jeff offers a variety of financial services including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
1
2
KS
07/21/2021 - Present
LPL Financial LLC (TOPEKA KS)
KS
06/15/2001 - 07/21/2021
WADDELL & REED (TOPEKA KS)
NJ
03/14/1986 - 03/09/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/14/1986 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 10/31/2001
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 02/04/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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