Unclaimed
Martin Pyle is a financial advisor who has been in the industry since 2005. Martin is a Certified Financial Planner™ and currently registered with Principal Securities, Inc.. Prior to that, Martin was registered with Truist Investment Services, Inc. and Edward Jones. Martin specializes in providing financial planning, pension consulting, and educational seminars to individuals, high-net-worth individuals, corporations, and charitable organizations. Martin's firm, Principal Securities, Inc., is a large firm with over 1,000 employees and billions of dollars in assets under management.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
TN
07/20/2022 - Present
Principal Securities, Inc. (PEGRAM TN)
TN
05/17/2013 - 06/06/2022
TRUIST INVESTMENT SERVICES, INC. (NASHVILLE TN)
TN
08/09/2005 - 05/20/2013
EDWARD JONES (NASHVILLE TN)
BOTH
Issued 01/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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