Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Louise Weeks is a financial advisor with Truist Advisory Services, Inc. Martha has been in the securities industry since 2007. Martha has a Series 7, Series 66, and Series 6TO license. Martha has held previous positions with First Kentucky Securities Corporation, Ross, Sinclair & Associates, LLC, Ameriprise Financial Services, Inc., and Investment Professionals, Inc. Martha also holds a state license in Kentucky.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
KY
02/09/2023 - Present
Truist Advisory Services, Inc. (LEXINGTON KY)
KY
05/29/2020 - 01/24/2023
FIRST KENTUCKY SECURITIES CORPORATION (LEXINGTON KY)
KY
02/23/2019 - 06/01/2020
ROSS, SINCLAIRE & ASSOCIATES, LLC (LEXINGTON KY)
KY
09/11/2018 - 02/21/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Richmond KY)
KY
10/31/2016 - 09/11/2018
INVESTMENT PROFESSIONALS, INC. (Richmond KY)
KY
06/25/2012 - 06/20/2016
INVESTMENT PROFESSIONALS, INC. (LEXINGTON KY)
KY
03/08/2007 - 05/01/2012
EDWARD JONES (NICHOLASVILLE KY)
BOTH
Issued 03/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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