Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martina? Claim Your ProfileMartina Marie Mason is an Investment Advisor Representative with Gradient Advisors, LLC. Martina is registered with the state of California and Florida. Martina has a background in financial planning and investment services. Martina also has experience in insurance services. Martina is a Series 6 and Series 7 licensed holder. Martina has been in the industry since 2001. Martina is experienced in financial planning, portfolio management, and selection of other advisers. Martina is committed to providing clients with personalized financial advice and guidance.
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.
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.
Referral fees
1
2
FL
03/05/2024 - Present
Gradient Advisors, LLC (Pensacola FL)
FL
12/15/2009 - 08/01/2011
VERITRUST FINANCIAL, LLC (PENSACOLA FL)
FL
02/20/2007 - 12/31/2008
ING FINANCIAL PARTNERS, INC. (PENSACOLA FL)
FL
04/27/2004 - 05/01/2007
ROYAL ALLIANCE ASSOCIATES, INC. (PENSACOLA FL)
CT
09/04/2001 - 04/26/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
IA
Issued 06/02/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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