Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Patricia Martin is a financial advisor with LPL Financial LLC. Mary has been in the industry since 1997 and is registered in Mississippi. Mary's background includes experience with several firms including Ballew Investments, Inc., AXA Advisors, LLC, BancorpSouth Investment Services, Inc., and Trustmark Financial Services, Inc. Mary holds several licenses including Series 7, 24, 52, 53, 63, and 65. Mary is also qualified to advise on municipal securities. Mary's clients include high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. Mary's specialties include financial planning, pension consulting, and investment management. Mary can provide consulting and other non-discretionary advisory services in addition to discretionary portfolio management.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MS
03/30/2017 - Present
LPL Financial LLC (JACKSON MS)
MS
05/22/2006 - 02/24/2017
BALLEW INVESTMENTS, INC. (JACKSON MS)
NY
10/26/2000 - 04/28/2006
AXA ADVISORS, LLC (NEW YORK NY)
MS
04/01/1999 - 10/13/2000
BANCORPSOUTH INVESTMENT SERVICES, INC. (JACKSON MS)
MS
05/22/1997 - 04/06/1999
TRUSTMARK FINANCIAL SERVICES, INC. (JACKSON MS)
IA
Issued 10/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/28/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mary Martin is the right advisor for you? Invested Better is here to help.
