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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Eugene Martin is an investment advisor representative with Highpoint Planning Partners. Jeffrey has been in the securities industry since June 14, 2002. Jeffrey is registered with the state of Alabama and Illinois as an investment advisor representative. Jeffrey is also registered with the state of Alabama, Arizona, California, Colorado, Florida, Illinois, Nevada, New Jersey, North Carolina, Ohio, South Carolina, Texas and Wisconsin as a broker. Jeffrey has passed the Series 6, Series 7, Series 63, Series 65 and SIE exams. Jeffrey has been employed with Highpoint Planning Partners since December of 2013. Jeffrey has previously been employed with Ameriprise Financial Services, Inc., IDS Life Insurance Company, Equity Services, Inc. and First Investors Corporation. Jeffrey specializes in financial planning, portfolio management for individuals and businesses, and the selection of other advisors.
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.
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
AL
11/02/2021 - Present
Highpoint Planning Partners (Huntsville AL)
IL
05/30/2003 - 12/26/2013
AMERIPRISE FINANCIAL SERVICES, INC. (ROSELLE IL)
MN
05/30/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
VT
06/14/2002 - 12/31/2002
EQUITY SERVICES, INC. (MONTPELIER VT)
NJ
02/08/2002 - 06/12/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 05/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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