Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wayne Martin has been in the financial services industry since February 4, 1987. Robert is currently registered as an Investment Advisor Representative with Cetera Investment Advisers LLC in Georgia and Texas. Robert has held several previous positions with other firms including SunTrust Investment Services, Inc., Raymond James Financial Services, Inc., Reliance Securities, LLC, Janney Montgomery Scott LLC, Sterne, Agee & Leach, Inc., Morgan Keegan & Company, Inc., Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Smith Barney Inc., Lehman Brothers Inc., The Robinson-Humphrey Company Inc., Interstate/Johnson Lane Corporation, Johnson, Lane, Space, Smith & Co., Inc., and Liberty Securities Corporation. Robert holds licenses in Series 3, 7, 8, 9, 10, 63 and 65. Robert's firm offers a variety of financial services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
11/13/2024 - Present
Cetera Investment Advisers LLC (ST. SIMONS ISLAND GA)
GA
03/28/2014 - 04/10/2017
SUNTRUST INVESTMENT SERVICES, INC. (ST. SIMONS GA)
GA
02/18/2009 - 03/31/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (ALBANY GA)
GA
01/22/2007 - 01/29/2009
RELIANCE SECURITIES, LLC (BRUNSWICK GA)
GA
12/14/2005 - 01/30/2007
JANNEY MONTGOMERY SCOTT LLC (ATLANTA GA)
SC
07/10/2003 - 12/19/2005
STERNE, AGEE & LEACH, INC. (GREENVILLE SC)
TN
04/04/2001 - 06/20/2003
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
10/09/1997 - 04/10/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/29/1996 - 10/08/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 03/19/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
04/27/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
GA
01/19/1989 - 05/05/1992
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
NA
10/14/1988 - 12/01/1988
INTERSTATE/JOHNSON LANE CORPORATION
NA
12/04/1987 - 10/14/1988
JOHNSON, LANE, SPACE, SMITH & CO., INC.
NA
09/26/1986 - 10/27/1987
LIBERTY SECURITIES CORPORATION
IA
Issued 02/09/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1986
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 09/19/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1989
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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