Unclaimed
Martha Reynolds is a registered investment advisor representative with Independent Financial Partners. Martha has been in the financial services industry for more than ten years. Prior to joining Independent Financial Partners, Martha was with Raymond James Financial Services, Inc. and First Horizon Advisors, Inc. She has a Series 6, 7, 63, and 66 license. She is currently registered in Arkansas and Mississippi.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
MS
01/16/2024 - Present
Independent Financial Partners (Olive Branch MS)
TN
06/14/2021 - 07/07/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Memphis TN)
MS
12/13/2012 - 07/06/2021
FIRST HORIZON ADVISORS, INC. (SOUTHAVEN MS)
BOTH
Issued 05/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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