Unclaimed
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 in Dunedin, Florida, and has been in the industry since July 1998. Paul is currently registered with LPL Financial LLC. Paul has held previous registrations with INVEST FINANCIAL CORPORATION, RAYMOND JAMES FINANCIAL SERVICES, INC., and RAYMOND JAMES & ASSOCIATES, INC.. Paul has experience in the financial industry, holding various licenses and certifications, including Series 7, 24, 10, 9, 52TO, 63, 53, and 65, and has expertise in areas such as 1, 2, 3, 4, 5, and 6. Paul offers consulting and other non-discretionary advisory services, financial planning, pension consulting, 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.
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
FL
01/03/2025 - Present
LPL Financial LLC (Dunedin FL)
FL
10/02/2007 - 01/03/2018
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
01/24/2007 - 07/12/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
07/02/1998 - 01/11/2007
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
05/11/2005 - 09/08/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IA
Issued 12/08/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/31/2008
Series 4 - Registered Options Principal Examination
BC
Issued 04/14/2004
Series 24 - General Securities Principal Examination
BC
Issued 06/06/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/15/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/31/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Martin is the right advisor for you? Invested Better is here to help.
