Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Lee Martin is a financial advisor with over 17 years of experience in the industry. Randy is currently registered with LPL Financial LLC in Chambersburg, PA. Randy has held previous roles with LPL Financial Corporation, UVEST Financial Services Group, Inc. and Primevest Financial Services, Inc. Randy is a Series 6, 7, 63, and 66 licensed professional and has been actively registered with the state of Maryland since 2010, with the state of Pennsylvania since 2010, and with the state of Texas since 2017.
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
PA
08/14/2017 - Present
LPL Financial LLC (CHAMBERSBURG PA)
SC
12/14/2010 - 12/14/2010
LPL FINANCIAL CORPORATION (FORT MILL SC)
PA
05/10/2006 - 12/14/2010
UVEST FINANCIAL SERVICES GROUP, INC. (CHAMBERSBURG PA)
PA
03/06/2006 - 05/12/2006
PRIMEVEST FINANCIAL SERVICES, INC. (CHAMBERSBURG PA)
BOTH
Issued 05/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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