Verified
Martin Alexander Smith is a financial advisor who has been in the industry for over 20 years. Martin is currently registered with Wealthcare Financial Group, Inc. in Georgia. Martin has experience in the financial services industry, including prior roles at Kovack Securities, Inc., H. Beck, Inc., AXA Advisors, LLC, Ameriprise Financial Services, Inc., Linsco/Private Ledger Corp., MetLife Securities Inc., Metropolitan Life Insurance Company, Raymond James Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and A. G. Edwards & Sons, Inc. Martin holds a Series 6, 7, 9, 10, 63, and 66 licenses. Martin also holds a number of designations and certifications in the financial services industry.
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.
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.
1
2
GA
03/04/2023 - Present
Wealthcare Financial Group, Inc. (PEACHTREE CITY GA)
MD
01/24/2012 - 10/20/2016
KOVACK SECURITIES INC. (Bethesda MD)
MD
09/15/2009 - 12/16/2010
H. BECK, INC. (BOWIE MD)
MD
06/20/2008 - 06/19/2009
AXA ADVISORS, LLC (COLUMBIA MD)
MD
12/05/2007 - 06/25/2008
AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBIA MD)
MD
03/06/2006 - 12/12/2007
LINSCO/PRIVATE LEDGER CORP. (BOWIE MD)
MD
01/10/2006 - 03/13/2006
METLIFE SECURITIES INC. (GREENBELT MD)
MD
01/10/2006 - 03/13/2006
METROPOLITAN LIFE INSURANCE COMPANY (GREENBELT MD)
MD
07/07/2003 - 01/09/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (LANDOVER MD)
NY
03/19/2003 - 07/21/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
08/24/1999 - 03/26/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
GA
01/18/1996 - 08/26/1999
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 06/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/21/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/20/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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