Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Grady is an investment advisor representative with Truist Advisory Services, Inc. Martin has been in the securities industry since 2007 and has a total of 29 state registrations. Martin is also registered with the state of Georgia as an investment advisor representative. Martin is currently registered in 29 states including Alabama, Alaska, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wyoming. Martin is also registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative and holds the Series 7 and Series 66 securities licenses. Martin has been associated with BB&T Securities, LLC, INVEST Financial Corporation, and UBS Financial Services Inc. in the past.
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.
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2
GA
02/17/2021 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
VA
09/02/2016 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
GA
12/16/2011 - 09/02/2016
INVEST FINANCIAL CORPORATION (DOUGLASVILLE GA)
GA
02/16/2010 - 11/16/2011
MIDSOUTH CAPITAL, INC. (ATLANTA GA)
GA
06/26/2007 - 05/13/2009
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
BOTH
Issued 04/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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