Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Carl Martz is an investment advisor representative with BCG Securities, Inc. based in Wexford, PA. Robert has been in the financial services industry since 1984 and has a broad range of experience in securities and investments. Robert has been registered with Voya Financial Advisors, Inc., ING Financial Advisors, LLC, Aetna Investment Services, LLC, Aetna Investment Services, Inc., and Mutual of Omaha Fund Management Company. He is currently licensed and registered with the state of Pennsylvania as an investment advisor representative and a securities agent. Robert has a diverse background in providing financial advice and services to individuals, businesses, and high-net-worth clients. He is a dedicated professional who is committed to helping his clients achieve their financial goals.
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.
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.
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
BCG Securities, Inc. (Wexford PA)
PA
01/03/2011 - 08/16/2017
VOYA FINANCIAL ADVISORS, INC. (ERIE PA)
PA
04/04/2006 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (ERIE PA)
CT
01/01/1999 - 02/06/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
CT
09/26/1995 - 04/20/1998
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
NA
10/20/1983 - 10/15/1993
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
NE
01/17/1977 - 10/15/1993
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)
IA
Issued 06/26/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/07/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Martz is the right advisor for you? Invested Better is here to help.
