Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martina? Claim Your ProfileMartina Goddard is an investment advisor representative registered with Raymond James Financial Services Advisors, Inc. Martina Goddard has been in the securities industry since January 31, 1989. Martina Goddard is registered with the state of Oklahoma as an Investment Advisor Representative and as a Broker/Dealer, among several other states. Martina Goddard has experience with Primevest Financial Services, Inc., The Lloyd Financial Group, and Marketing One Securities, Inc. Martina Goddard offers a range of services including: Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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
OK
01/11/2010 - Present
Raymond James Financial Services Advisors, Inc. (CUSHING OK)
OK
07/16/2007 - 12/31/2009
PRIMEVEST FINANCIAL SERVICES, INC. (CUSHING OK)
OK
12/01/1995 - 06/15/2007
PRIMEVEST FINANCIAL SERVICES, INC. (BRISTOW OK)
NA
10/26/1994 - 12/07/1995
THE LLOYD FINANCIAL GROUP
MN
02/26/1993 - 09/13/1994
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
TX
09/15/1992 - 02/24/1993
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
CA
03/26/1992 - 09/23/1992
NAP FINANCIAL CORPORATION (IRVINE CA)
OR
01/04/1989 - 10/28/1991
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
OR
09/29/1987 - 04/13/1988
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
IA
Issued 11/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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