Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martina? Claim Your ProfileMartina Beckum is a financial advisor currently registered with Raymond James Financial Services Advisors, Inc. Martina has been in the financial services industry since January 4, 2016 and has experience with Raymond James Financial Services Advisors, Inc., EF LEGACY SECURITIES, LLC, Sanders Morris Harris LLC, and Morgan Stanley. Martina is licensed to provide financial advice in Maryland. Martina is a Series 66, 63, 7TO, SIE, and 7 licensed advisor.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MD
11/16/2023 - Present
Raymond James Financial Services Advisors, Inc. (Rockville MD)
MD
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (SILVER SPRING MD)
MD
04/22/2013 - 04/22/2016
SANDERS MORRIS HARRIS LLC (SILVER SPRING MD)
OH
09/14/2012 - 11/15/2012
MORGAN STANLEY (COLUMBUS OH)
BOTH
Issued 02/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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