Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Wilson is a financial advisor at Evolution Wealth Management Inc. Martha has been in the industry since 2016, working with both high-net-worth individuals and individuals other than high-net-worth. Martha is registered with the state of Florida as an Investment Advisor Representative and holds Series 6, 7, 63, and 65 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
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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FL
04/02/2024 - Present
Evolution Wealth Management Inc. (FORT MYERS FL)
FL
07/05/2023 - 10/30/2023
UBS FINANCIAL SERVICES INC. (FORT MYERS FL)
FL
10/03/2016 - 05/20/2023
J.P. MORGAN SECURITIES LLC (FORT MYERS FL)
IA
Issued 03/09/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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