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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 Martin is a financial advisor at Cetera Investment Advisers LLC, based in North Royalton, Ohio. Paul has been working in the financial services industry since March 15, 1999. Paul's experience includes working at Legacy Financial Services, Inc. from March 16, 1999 to July 18, 2007. Paul holds the Series 6, 7, 63, and 66 securities licenses. Paul specializes in financial planning, portfolio management for businesses and individuals, pension consulting, selection of other advisors and educational seminars.
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.
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.
1
2
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (NORTH ROYALTON OH)
OH
03/16/1999 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (NORTH ROYALTON OH)
BOTH
Issued 5/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/12/2006
Series 7 - General Securities Representative Examination
BC
Issued 3/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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