Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Crocker is a financial advisor who has been working in the industry since 1988. Currently, Martha is registered with Commonwealth Financial Network and Foundation Financial Advisors, Inc. Martha has held a number of previous positions in the financial services industry, including roles at Sigma Financial Corporation, BANC of America Investment Services, Inc., Quick & Reilly, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, The Dreyfus Service Corporation, Ferris, Baker Watts Incorporated, and Morgan Stanley & Co., Incorporated. Martha holds a number of licenses and certifications, including Series 7, Series 63, and Series 65, and is also a Certified Financial Planner.
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.
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.
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2
MD
11/30/2011 - Present
Commonwealth Financial Network (LINTHICUM HEIGHTS MD)
PA
11/16/2007 - 11/30/2011
SIGMA FINANCIAL CORPORATION (HANOVER PA)
MD
10/20/2004 - 11/20/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (COLUMBIA MD)
NY
10/16/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
05/18/1992 - 10/16/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/14/1990 - 10/22/1991
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NA
09/15/1987 - 11/19/1988
FERRIS, BAKER WATTS INCORPORATED
NA
11/18/1986 - 09/11/1987
MORGAN STANLEY & CO., INCORPORATED
IA
Issued 03/15/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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