Unclaimed
Martin Jerwers is a financial advisor associated with Fifth Third Securities, Inc. Martin has been in the financial industry since February 1998. Martin is a Certified Financial Planner and a Chartered Financial Consultant. Martin is also registered to provide investment advice in multiple states including Ohio, New York and California.
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.
Sponsor wrap fee program
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.
1
2
OH
04/30/2007 - Present
Fifth Third Securities, Inc. (WESTERVILLE OH)
OH
07/17/2000 - 04/05/2007
CITIGROUP GLOBAL MARKETS INC. (COLUMBUS OH)
NY
02/20/1998 - 07/18/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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