Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Howard Martin is a financial advisor with over 38 years of experience in the industry. Robert is currently registered with Raymond James Financial Services Advisors, Inc. Robert has a broad range of experience and expertise in various financial services areas, including financial planning, portfolio management, pension consulting, and educational seminars. Robert is a Certified Financial Planner and holds various licenses and certifications. Robert has been with Raymond James Financial Services Advisors, Inc. since January 1999 and has held various roles within the firm. Before joining Raymond James Financial Services Advisors, Inc., Robert worked for several other firms including Robert Thomas Securities, Inc. Robert's career is marked by a commitment to providing clients with comprehensive financial advice and guidance.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (MOORESTOWN NJ)
FL
02/03/1989 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
02/09/1988 - 02/15/1989
OLDE DISCOUNT CORPORATION
NA
10/23/1984 - 02/24/1988
PHILIPS, APPEL & WALDEN, INC.
NA
10/04/1984 - 10/31/1984
NIELSON AND CLARK INC.
NA
07/10/1984 - 10/12/1984
WALTER CAPITAL CORPORATION
NA
02/24/1984 - 07/19/1984
KOBRIN SECURITIES, INC.
BC
Issued 04/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/04/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/26/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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