Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Lee Martin is a registered investment advisor with Osaic Wealth, Inc.. Jeffery is based in Scottsdale, Arizona, and has been working in the financial services industry since 2011. Jeffery has a Series 6, 7, 63, and 66 license. Jeffery is also a licensed insurance agent in Nebraska. Jeffery has a long history of working with clients to help them reach their financial goals. Jeffery provides financial planning, portfolio management, and other services to individuals, families, and businesses. Jeffery specializes in working with high-net-worth individuals, families, and businesses. Jeffery is committed to providing his clients with personalized service and helping them make informed financial decisions.
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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2
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
06/28/2012 - 06/14/2024
SECURITIES AMERICA, INC. (Omaha NE)
NE
11/11/2011 - 06/28/2012
SIGNATOR INVESTORS, INC. (OMAHA NE)
BOTH
Issued 05/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/10/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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