Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marty? Claim Your ProfileMarty Harari is a registered investment advisor representative with Sunbelt Securities, Inc. Marty has been working in the financial services industry since 1970 and has experience with a variety of investment products and services. Marty is also registered as an Investment Advisor Representative with the state of Texas. Prior to joining Sunbelt Securities, Marty worked at WFG Investments, Inc. and Prudential Securities Incorporated. Marty is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
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2
TX
08/10/2017 - Present
Sunbelt Securities, Inc. (HOUSTON TX)
TX
07/02/1991 - 08/03/2017
WFG INVESTMENTS, INC. (Dallas TX)
NY
02/09/1970 - 06/18/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/31/1977
PC - AMEX Put and Call Exam
BC
Issued 02/09/1970
Series 000 - General Securities Principal Examination
BC
Issued 02/09/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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