Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Eugene Pospicil is a financial advisor with over 40 years of experience in the industry. Martin currently works with Raymond James Financial Services Advisors, Inc. and is registered as a Registered Representative and Investment Advisor Representative in Alabama and Texas. Martin's previous experience includes positions at MORGAN KEEGAN & COMPANY, INC. and DEAN WITTER REYNOLDS INC. Martin holds several licenses and designations including the Series 63, 65, 7, 9, 10, and SIE exams and is a Certified Financial Planner. Martin has experience in providing investment advice to individuals, businesses, retirement plans, insurance companies, and charitable organizations. Martin specializes in financial planning, retirement planning, college savings planning, and estate planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AL
02/10/2021 - Present
Raymond James Financial Services Advisors, Inc. (HUNTSVILLE AL)
TN
06/27/1989 - 08/06/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
12/01/1980 - 07/13/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 04/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/19/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 11/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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