Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marty? Claim Your ProfileMarty Eastman is a financial advisor registered with Edward Jones. Marty is active in both Broker-Dealer and Investment Advisor capacities and has been working in the financial services industry since 2011. Marty holds Series 66, SIE, and Series 7TO licenses. Marty's firm, Edward Jones, is a large broker-dealer with over $824 billion in regulatory assets under management. Marty has experience working with high-net-worth individuals and small businesses, as well as a variety of other clients including insurance companies, charitable organizations, and pension and profit-sharing plans. Marty's specialties include financial planning, portfolio management, and selection of other advisors. Marty is also actively involved in the Seattle community, as the owner of a rental property.
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.
See schedule d - miscellaneous
1
2
TX
05/14/2024 - Present
Edward Jones (FT WORTH TX)
BOTH
Issued 05/13/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/26/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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