Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Kate Smith is a financial advisor with over 10 years of experience in the industry. Martha Kate Smith is currently registered with Credit Union Investment Services. Martha Kate Smith is also a Certified Financial Planner, providing a wide range of financial planning services to individuals and families. Martha Kate Smith has a proven track record of success and is committed to helping clients 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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
NC
01/23/2018 - Present
Credit Union Investment Services (Raleigh NC)
NC
09/19/2011 - 01/24/2013
SECU BROKERAGE SERVICES (WILMINGTON NC)
BC
Issued 03/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/08/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/16/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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