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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Egley Martin is a financial advisor who has been in the industry since 1991. Paul has a wide range of experience working with different clients including high-net-worth individuals, corporations, and pension plans. Paul is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has held previous positions at Bank of America Investment Services, Inc., A. G. Edwards & Sons, Inc., Prudential Securities Incorporated and Smith Barney Shearson Inc. Paul is also a licensed Investment Advisor Representative in Missouri and has held the Series 7, Series 10, Series 24, Series 63, and Series 65 licenses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MO
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CLAYTON MO)
MO
03/04/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CLAYTON MO)
MO
04/08/1998 - 12/04/2007
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
04/05/1994 - 03/05/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/23/1991 - 11/08/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
IA
Issued 11/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/29/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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