Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Reza is a Registered Representative, Investment Advisor Representative, and Insurance Agent with over 20 years of experience in the financial services industry. Martin is currently with Osaic Wealth, Inc. based in Houston, TX. Previously, Martin has been associated with several other firms, including MONY Securities Corporation, Banc One Securities Corporation, and Morgan Stanley DW Inc. Martin has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Martin has expertise in financial planning, portfolio management, and insurance products. Martin has a strong commitment to providing his clients with personalized service and a clear understanding of their financial options.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
01/24/2025 - Present
Osaic Wealth, Inc. (HOUSTON TX)
NY
12/02/2002 - 07/28/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
IL
04/08/2002 - 11/27/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
08/27/1998 - 12/11/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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