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Rebecca Martin

National Financial Services LLC

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About Rebecca Martin

Rebecca Martin is a financial advisor with over 15 years of experience in the industry. She is currently registered with National Financial Services LLC and Fidelity Brokerage Services LLC in Smithfield, RI. She is also registered with Fidelity Distributors Co. LLC. Previously, Rebecca was with MetLife Investors Distribution Company in Warwick, RI and MFS Fund Distributors, Inc. in Boston, MA. Rebecca holds Series 7, 24, and 63 securities licenses as well as the SIE exam. Rebecca is licensed in Massachusetts, Pennsylvania, Rhode Island, and Texas.

Firm Information

Rebecca Martin is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Rebecca Martin’s Registration & Firm History

RI

05/11/2021 - Present

National Financial Services LLC (SMITHFIELD RI)

RI

08/02/2017 - 08/23/2018

METLIFE INVESTORS DISTRIBUTION COMPANY (WARWICK RI)

MA

11/03/2006 - 03/23/2016

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

MA

03/29/2006 - 10/06/2006

CAPITAL ANALYSTS, INCORPORATED (WESTPORT MA)

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Licenses & Designations

BC

Issued 04/21/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/08/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Rebecca Martin.
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