Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Nicole Smith is an investment advisor representative associated with Oneascent Wealth Management and Oneascent Family Offices. Martin has been in the industry since March 2014 and holds a Series 65 license. Martin has experience working in various financial firms such as Strauss Financial Group, Strategic Financial Planning and EverThrive Financial Group. Martin provides advisory services, such as financial planning, portfolio management for individuals and businesses, and selection of other advisers. Martin specializes in advising high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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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AL
02/15/2024 - Present
Oneascent Wealth Management (BIRMINGHAM AL)
IA
Issued 05/03/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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