Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Braam is a financial advisor with over 40 years of experience. Martin is a registered representative and investment advisor representative. Martin currently works at Truist Advisory Services, Inc.. Martin has worked for several other firms in the past including BB&T Securities, LLC., BB&T Investment Services, Inc., Cetera Investment Services LLC., UVEST Financial Services Group, Inc., M&T Securities, Inc., Citizens Investment Services Corp., Gruntal & Co., L.L.C., Ryan, Beck & Co., LLC., Boenning & Scattergood, Inc., Legg Mason Wood Walker, Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Butcher & Singer Inc.. Martin holds the Series 7, Series 24, Series 63, and Series 65 licenses. Martin provides a range of financial services to his clients including financial planning, portfolio management, publication of periodicals, and selection of other advisers.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
PA
10/04/2021 - Present
Truist Advisory Services, Inc. (WYOMISSING PA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
07/13/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (TEMPLE PA)
PA
01/09/2007 - 07/12/2016
CETERA INVESTMENT SERVICES LLC (KUTZTOWN PA)
PA
01/05/2005 - 11/29/2006
UVEST FINANCIAL SERVICES GROUP, INC. (WYOMISSING PA)
MD
04/13/2004 - 07/01/2004
M&T SECURITIES, INC. (BALTIMORE MD)
RI
09/26/2002 - 04/12/2004
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
NY
08/02/1994 - 05/23/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NJ
04/29/2002 - 05/07/2002
RYAN, BECK & CO., LLC. (FLORHAM PARK NJ)
PA
06/08/1992 - 08/06/1992
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
MD
02/04/1988 - 04/08/1992
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
01/17/1985 - 02/11/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
03/28/1979 - 01/25/1985
BUTCHER & SINGER INC.
NA
07/24/1978 - 04/10/1979
FIRST JERSEY SECURITIES, INC.
IA
Issued 2/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/29/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/15/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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