Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry David Martin is a financial advisor who has been in the industry since 1992. Jerry is currently registered with LPL Financial LLC and has a Series 63, 65, 7 and 24. Jerry also has previous experience with Raymond James Financial Services, Inc. and TBT Securities L.C. Jerry is registered to provide advisory services in Alaska, Arizona, Arkansas, California, Colorado, Illinois, Kentucky, Nevada, Ohio, Oklahoma, Texas, and Wisconsin. Jerry is licensed to provide securities services in Alaska, Arizona, Arkansas, California, Colorado, Illinois, Kentucky, Nevada, Ohio, Oklahoma, Texas, and Wisconsin.
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
TX
08/27/2021 - Present
LPL Financial LLC (LONGVIEW TX)
TX
09/08/2010 - 09/02/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (LONGVIEW TX)
TX
02/01/1993 - 09/08/2010
TBT SECURITIES L.C. (LONGVIEW TX)
NA
01/17/1992 - 02/01/1993
LONGVIEW FINANCIAL SERVICES COMPANY
IA
Issued 07/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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