Unclaimed
Martha Prather is a financial advisor in INDIANAPOLIS, IN. Martha has been in the industry since 2017 and is currently employed by Schwab Wealth Advisory, Inc.. Martha is registered with FINRA, the state of Texas and 52 other states as a securities broker. Martha is also a registered Investment Advisor in Texas and Indiana.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
01/03/2023 - Present
Schwab Wealth Advisory, Inc. (INDIANAPOLIS IN)
BOTH
Issued 09/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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