Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Kathryn Cline is a financial advisor with Fidelity Brokerage Services LLC, registered in 51 states with a Branch Office in Westlake, TX. Martha's background includes previous experience at Victory Capital Services, Inc. and TIAA-CREF Individual & Institutional Services, LLC, where she provided investment guidance and support. Martha holds the Series 66, Series 7 and SIE licenses.
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.
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.
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2
TX
01/31/2023 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
CO
10/28/2019 - 10/11/2022
VICTORY CAPITAL SERVICES, INC. (Greenwood Village CO)
CO
07/25/2016 - 10/10/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
BOTH
Issued 08/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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