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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Warren Martin is a financial advisor with over 40 years of experience in the financial services industry. John is currently registered with Wells Fargo Clearing Services, LLC and has previously worked at several other firms including SunTrust Investment Services, Inc., Crestar Securities Corporation, and Merrill Lynch. John has a broad range of experience in financial planning, portfolio management, and investment consulting. John provides services to individuals, businesses, and institutions. John holds several industry licenses and certifications, including the Series 66, Series 63, Series 24, Series 4, and Series 8 exams. John is committed to providing clients with personalized financial advice and guidance.
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.
Investment consulting services to institutional clients
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
VA
01/29/2010 - Present
Wells Fargo Clearing Services, LLC (NORFOLK VA)
VA
05/26/2000 - 02/04/2010
SUNTRUST INVESTMENT SERVICES, INC. (WILLIAMSBURG VA)
VA
06/05/1993 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
NA
08/17/1992 - 04/17/1993
INDEPENDENT FINANCIAL SECURITIES, INC.
NJ
01/25/1989 - 08/04/1992
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
NA
06/04/1987 - 02/01/1989
THOMSON MCKINNON SECURITIES INC.
NA
03/25/1986 - 05/08/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
07/13/1982 - 04/01/1986
LEGG MASON WOOD WALKER, INCORPORATED
NA
09/26/1978 - 07/26/1982
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
02/01/1978 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
NA
06/01/1976 - 10/03/1976
FIRST INVESTORS CORPORATION
BOTH
Issued 12/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/1992
Series 24 - General Securities Principal Examination
BC
Issued 04/21/1989
Series 4 - Registered Options Principal Examination
BC
Issued 12/21/1982
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1988
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/1978
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1976
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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