Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Takacs is a financial advisor with over 30 years of experience in the financial services industry. Martha is currently registered with Morgan Stanley. Martha has been with Morgan Stanley since 2011. Prior to that, Martha worked at FIG PARTNERS, LLC and SUNTRUST ROBINSON HUMPHREY, INC. Martha holds the Series 7, Series 63, and Series 66 securities licenses and is registered in 27 states and the District of Columbia. Martha specializes in providing financial advice to high-net-worth individuals, families, and businesses. Martha's areas of expertise include asset allocation, investment management, retirement planning, and estate planning. Martha is committed to providing her clients with personalized financial advice and strategies that are tailored to their individual needs and goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
03/19/2020 - Present
Morgan Stanley (Atlanta GA)
GA
02/02/2009 - 08/31/2011
FIG PARTNERS, LLC (ATLANTA GA)
GA
07/27/2001 - 12/17/2008
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
GA
05/22/1986 - 07/27/2001
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
BOTH
Issued 03/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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