Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Moyers is an investment advisor representative at Roffman Miller Associates Inc. in Philadelphia, PA. Martin has been in the financial services industry for over 20 years. Martin is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 3, 7, 9, 10, 63 and 65 licenses. Martin has a strong background in providing financial planning and portfolio management services to individuals, families and businesses. Martin has worked with both high-net-worth clients and those just starting out with their investment journey. Martin is dedicated to helping clients reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
04/17/2020 - Present
Roffman Miller Associates Inc. (PHILADELPHIA PA)
PA
06/21/2002 - 12/12/2018
CHARLES SCHWAB & CO., INC. (Yardley PA)
NY
12/24/1998 - 06/13/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/02/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2002
Series 3 - National Commodity Futures Examination
BC
Issued 12/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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