Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Landon is a financial advisor at Fidelity Personal And Workplace Advisors. Martha has over 25 years of experience in the financial industry. Martha is registered to provide investment advice in Arizona and Texas. Martha is also registered as a broker-dealer in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Martha is committed to providing personalized financial advice to her clients.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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AZ
04/11/2024 - Present
Fidelity Personal AND Workplace Advisors (PHOENIX AZ)
AZ
02/04/2022 - 02/02/2023
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
10/01/2012 - 12/23/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GILBERT AZ)
AZ
01/05/2010 - 09/26/2012
HORNOR, TOWNSEND & KENT, INC. (CHANDLER AZ)
AZ
10/14/2008 - 01/12/2010
TD AMERITRADE, INC. (SCOTTSDALE AZ)
AZ
10/11/2007 - 09/08/2008
COUNTRYWIDE INVESTMENT SERVICES, INC. (GILBERT AZ)
AZ
12/01/2005 - 08/07/2007
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
TX
10/21/1999 - 12/05/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
AZ
08/11/1998 - 07/26/1999
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
NY
07/23/1997 - 05/08/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 07/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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