Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Innes is a financial advisor with over 30 years of experience in the industry. Martha is currently registered with Raymond James Financial Services Advisors, Inc. and has held previous positions with Morgan Stanley DW Inc., Smith Barney Inc., First Lauderdale Securities, Inc., Financial Network Investment Corporation and Asset Management Securities Corporation. Martha has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Martha holds several licenses and certifications, including Series 7, Series 10, Series 9, Series 63 and Series 65. Martha has also been recognized for her expertise in the financial services industry. Martha has a strong commitment to providing her clients with the highest level of service and is dedicated to helping them achieve their financial 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.
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
FL
08/12/2009 - Present
Raymond James Financial Services Advisors, Inc. (Boynton FL)
NY
04/18/1997 - 11/25/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
12/01/1994 - 04/09/1997
SMITH BARNEY INC. (NEW YORK NY)
NA
11/16/1992 - 09/28/1994
FIRST LAUDERDALE SECURITIES, INC.
CA
05/12/1992 - 11/16/1992
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
FL
04/19/1991 - 05/19/1992
ASSET MANAGEMENT SECURITIES CORPORATION (BOCA RATON FL)
IA
Issued 04/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/24/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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