Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Cunningham is a financial advisor registered with Charles Schwab & Co., Inc. Martin has been in the financial services industry since March 16, 2006. Martin is a Registered Representative (Series 7 and Series 6) and a Registered Investment Advisor. Martin also holds Series 9 and Series 10 licenses. Martin has been active in the financial services industry since 2006. Martin's previous experience includes roles with Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Martin holds a Bachelor of Science in Business Administration from Georgia Southern University. Martin is a member of the National Association of Personal Financial Advisors and the Financial Planning Association.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
09/02/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
GA
02/08/2006 - 07/26/2022
WELLS FARGO CLEARING SERVICES, LLC (ROSWELL GA)
BOTH
Issued 01/25/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/06/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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