Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ralph? Claim Your ProfileRalph Herriman Martin is a financial advisor with over 40 years of experience in the industry. Ralph is currently registered with Osaic Wealth, Inc. and has previously worked with a number of other firms including TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, SAGEPOINT FINANCIAL, INC., BANKERS LIFE SECURITIES, INC., SII INVESTMENTS, INC., H.D. VEST INVESTMENT SERVICES, DICKINSON & CO., PLANNED INVESTMENTS INC., INTEGRATED RESOURCES EQUITY CORPORATION, FINANCIAL PLANNERS EQUITY CORPORATION, WESTLAKE SECURITIES, INC., and PHOENIX EQUITY PLANNING CORPORATION. Ralph is a licensed Series 7, Series 24, and Series 63 representative and holds the SIE designation. Ralph is a registered representative in the state of Arizona. Ralph specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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2
AZ
08/16/2016 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
02/07/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
02/07/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
08/16/2016 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
08/16/2016 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
08/16/2016 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
07/01/2016 - 08/17/2016
BANKERS LIFE SECURITIES, INC. (PHOENIX AZ)
AZ
02/04/2014 - 09/02/2014
SII INVESTMENTS, INC. (SCOTTSDALE AZ)
AZ
08/19/1992 - 02/05/2014
H.D. VEST INVESTMENT SERVICES (PHOENIX AZ)
IA
02/08/1991 - 09/02/1992
DICKINSON & CO. (DES MOINES IA)
GA
03/08/1988 - 12/31/1990
PLANNED INVESTMENTS INC. (ATLANTA GA)
NA
12/24/1987 - 01/27/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
12/29/1982 - 12/24/1987
FINANCIAL PLANNERS EQUITY CORPORATION
NA
04/07/1982 - 12/29/1982
WESTLAKE SECURITIES, INC.
NA
09/05/1980 - 01/21/1982
PHOENIX EQUITY PLANNING CORPORATION
BC
Issued 09/03/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/1982
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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