Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Stevens is a financial advisor with Raymond James & Associates, Inc., based in Atlanta, GA. Martha has over 30 years of experience in the financial services industry, having previously worked with Deutsche Bank Securities Inc., UBS Financial Services Inc., Citigroup Global Markets Inc., DB Alex. Brown LLC and Alex. Brown & Sons Incorporated. Martha holds a Series 7, Series 3, and Series 66 license. Martha's specializations include financial planning, portfolio management, 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
11/19/2020 - Present
Raymond James & Associates, Inc. (Atlanta GA)
GA
06/09/2006 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (ATLANTA GA)
NJ
02/10/2005 - 06/22/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/18/2004 - 02/16/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/13/2001 - 03/17/2004
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
02/10/1994 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
FL
10/13/1993 - 02/02/1994
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
BOTH
Issued 02/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1988
Series 3 - National Commodity Futures 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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