Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Walker is a financial advisor with Truist Advisory Services, Inc., a firm with over 2,000 licensed professionals across the United States. Martin has been in the industry since 2005 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Martin is registered with the Securities and Exchange Commission (SEC) and has a strong track record of success. Martin offers a range of financial services, including financial planning, portfolio management, and selection of other advisors.
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
NC
11/08/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
NC
02/18/2021 - 10/25/2021
PRUCO SECURITIES, LLC. (Huntersville NC)
NC
04/04/2016 - 01/06/2021
FIRST CITIZENS INVESTOR SERVICES, INC. (Boone NC)
NC
09/03/2012 - 11/20/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (HICKORY NC)
NC
09/13/2005 - 04/03/2007
EDWARD JONES (SHELBY NC)
BOTH
Issued 10/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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