Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Martin is a registered representative with Centaurus Financial, Inc. based in Highlands Ranch, CO. Roger has been in the financial industry since September 26, 2002. Roger has passed the Series 6, Series 63, Series 65 and Series 26 exams. Roger is licensed to sell securities in Arizona, California, Colorado, Florida, Idaho, Kentucky, Nebraska, Nevada, North Carolina, Ohio, South Carolina, South Dakota, Texas, Utah, Washington and Wisconsin. Roger provides financial planning, portfolio management and investment management services to individuals and businesses. Roger is a registered investment advisor. Roger also provides training and marketing support to agents who work out of his office.
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.
1
2
CO
03/19/2014 - Present
Centaurus Financial, Inc. (HIGHLANDS RANCH CO)
CO
06/26/2007 - 04/25/2008
BRECEK & YOUNG ADVISORS, INC. (GREENWOOD VILLAGE CO)
CO
09/26/2002 - 06/27/2007
LEGACY FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 11/21/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/22/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Roger Martin is the right advisor for you? Invested Better is here to help.
