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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Caswell Hefner is a financial advisor with Credit Union Investment Services. Martin is based in Raleigh, NC and has been in the financial services industry since 2011. Martin is a Certified Financial Planner and specializes in providing financial planning, portfolio management for individuals, and educational seminars. Martin has passed the Series 63, Series 24, Series 6TO, Series 7TO and SIE exams. Martin has been registered with the state of North Carolina since July 2022.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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NC
07/01/2022 - Present
Credit Union Investment Services (Raleigh NC)
BC
Issued 04/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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