Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Charles Terry is a financial advisor at LPL Financial LLC. Martin has been in the financial industry since 2003 and is registered to offer securities in 16 states. Martin has experience working with individuals, families, and businesses. He is passionate about helping clients achieve their financial goals. Martin holds FINRA licenses for Series 6, 7, 63, 66, and SIE. Martin offers a variety of financial services, including financial planning, retirement planning, and investment management. Martin is committed to providing clients with personalized service and expert advice.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
05/18/2022 - Present
LPL Financial LLC (WHITING IN)
IN
10/09/2018 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (VALPARAISO IN)
IN
05/02/2011 - 10/05/2018
CFD INVESTMENTS, INC. (CROWN POINT IN)
IN
01/01/2008 - 05/04/2011
WELLS FARGO ADVISORS, LLC (MERRILLVILLE IN)
IN
01/11/2008 - 01/01/2008
A. G. EDWARDS & SONS, INC. (MERRILLVILLE IN)
IL
04/05/1999 - 10/14/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 01/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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