Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Jacob Dolph is an Investment Advisor Representative with Foundations Investment Advisors LLC. Martin is registered with the state of Illinois. Martin has a total of 5 registrations across various firms and has been in the industry since 2006. Martin has been registered with Foundations Investment Advisors LLC since 2017. Martin has experience with several firms including Bankers Life Securities, Inc., ProEquities, Inc., and UVEST Financial Services Group, Inc. Martin has a strong track record of success and is committed to providing his clients with the highest level of service.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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
AZ
02/08/2017 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
IL
05/26/2016 - 08/09/2016
BANKERS LIFE SECURITIES, INC. (ORLAND PARK IL)
IL
03/20/2015 - 05/26/2016
PROEQUITIES, INC. (ORLAND PARK IL)
IL
07/07/2006 - 05/28/2008
UVEST FINANCIAL SERVICES GROUP, INC. (CHICAGO IL)
IA
Issued 02/03/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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