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Robert Ralph Martini

Brokers International Financial Services, LLC

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About Robert Ralph Martini

Robert Martini is a financial advisor at Brokers International Financial Services, LLC. Robert has been in the financial services industry since 1992 and holds Series 6, 7, 63, and 65 licenses as well as the SIE. Robert is also a Certified Financial Planner. Robert has previous experience with Madison Avenue Securities, LLC, Questor Capital Corporation, VSR Financial Services, Inc., Olde Economie Financial Consultants, Ltd., Chubb Securities Corporation, MetLife Securities Inc. and Metropolitan Life Insurance Company. Robert specializes in retirement planning, college planning, and wealth management. Robert is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Robert Martini is currently registered with Brokers International Financial Services, LLC. Brokers International Financial Services, LLC is a Limited Liability Company based in Urbandale, IA, that provides investment advisory services to individuals, businesses, charitable organizations, and other investment advisors. The firm is registered with the SEC and in all 51 states and has over 180 licensed agents, 173 investment advisor representatives, and 197 registered representatives. They have approximately $2 billion in assets under management, with a majority of their clients being individuals other than high-net-worth, followed by high-net-worth individuals. They also offer educational seminars and publish periodicals, and they are involved in wrap fee program participation.
Brokers International Financial Services, LLC

4135 NW URBANDALE DR

URBANDALE, IA 50322

$2.00B

Assets Under Management

10

Total Clients

226

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets managed by third-party advisor firms

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Robert Martini’s Registration & Firm History

NC

10/05/2022 - Present

Brokers International Financial Services, LLC (Lexington NC)

NV

06/09/2006 - 12/31/2016

MADISON AVENUE SECURITIES, LLC (HENDERSON NV)

PA

10/17/2002 - 06/12/2006

QUESTAR CAPITAL CORPORATION (BUTLER PA)

KS

08/27/1998 - 10/18/2002

VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)

PA

04/14/1997 - 08/04/1998

OLDE ECONOMIE FINANCIAL CONSULTANTS, LTD. (BADEN PA)

IN

08/10/1994 - 04/03/1997

CHUBB SECURITIES CORPORATION (FORT WAYNE IN)

MA

11/29/1991 - 07/15/1994

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

11/29/1991 - 07/15/1994

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/28/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/30/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/1997

Series 7 - General Securities Representative Examination

BC

Issued 11/27/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert Ralph Martini. Review regulatory record here.
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