Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin McClure is a financial advisor with Truist Advisory Services, Inc. Martin has been in the financial industry since January 2, 1995. Martin has been registered with BB&T Investment Services, Inc. since March 10, 1998 and with BB&T Securities, LLC since January 2, 2018. Martin holds the Series 63, Series 66, and Series 7 licenses as well as the Securities Industry Essentials (SIE) exam. Martin also holds the Uniform Combined State Law Examination, Uniform Securities Agent State Law Examination, General Securities Representative Examination, and Securities Industry Essentials Examination. Martin's clients include high-net-worth individuals, corporations, and individuals other than high-net-worth. Martin's firm also provides financial planning, portfolio management for businesses, and portfolio management for individuals. Martin is also a landlord and owns rental properties.
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.
1
2
SC
07/28/2022 - Present
Truist Advisory Services, Inc. (COLUMBIA SC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
03/10/1998 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (COLUMBIA SC)
NA
07/07/1997 - 03/25/1998
BB&T INVESTMENT SERVICES OF SOUTH CAROLINA, INC.
NC
01/03/1995 - 07/09/1997
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
BOTH
Issued 4/4/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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