Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marie? Claim Your ProfileMarie Annette Martin is a financial advisor with over 27 years of experience in the financial services industry. Marie is registered with Raymond James Financial Services Advisors, Inc. and has a Series 6, 7, 63, and 65 license. Marie is a licensed representative in several states including California, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. Marie provides investment advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Marie previously worked with PRIMEVEST FINANCIAL SERVICES, INC., BISYS BROKERAGE SERVICES, INC., and MONY SECURITIES CORPORATION.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
11/11/2024 - Present
Raymond James Financial Services Advisors, Inc. (LANCASTER PA)
PA
05/10/2000 - 06/05/2008
PRIMEVEST FINANCIAL SERVICES, INC. (PARKESBURG PA)
MN
10/14/1999 - 05/10/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
NY
05/24/1995 - 01/14/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 08/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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