Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristian? Claim Your ProfileKristian Martin is a financial advisor with Raymond James & Associates, Inc. located in Gainesville, GA. Kristian has over 7 years of experience in the financial services industry. Kristian is registered with the state of Georgia as an Investment Advisor Representative and has successfully completed the Series 63, Series 66, and Series 7 exams. Prior to joining Raymond James & Associates, Inc., Kristian worked at Berthel, Fisher & Company Financial Services, Inc. and MetLife Securities Inc. Kristian's specializations include portfolio management for businesses and individuals, financial planning, and pension consulting.
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.
Please see note in schedule d - miscellaneous
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
GA
06/09/2022 - Present
Raymond James & Associates, Inc. (Gainesville GA)
GA
05/26/2016 - 02/08/2017
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Flowery Branch GA)
GA
10/13/2015 - 05/19/2016
METLIFE SECURITIES INC. (ATLANTA GA)
BC
Issued 03/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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