Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Ferguson is an investment advisor representative with over 20 years of experience in the financial services industry. Martin has a strong track record of success in helping individuals and families achieve their financial goals. Martin is currently registered with Kestra Advisory Services, LLC in Austin, TX. Martin holds both a Series 6 and Series 66 license. Martin is also registered with the state of Texas to provide investment advisory services. Martin has a deep understanding of the financial markets and a commitment to providing clients with personalized financial advice.
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.
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.
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
TX
06/28/2018 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
TX
07/09/2012 - 11/13/2017
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
TX
10/04/2007 - 07/19/2012
LPL FINANCIAL LLC (SAN ANTONIO TX)
TX
01/11/2006 - 10/19/2007
PARK AVENUE SECURITIES LLC (SAN ANTONIO TX)
NY
12/05/1997 - 01/09/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 06/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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