Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roland? Claim Your ProfileRoland Martin is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Roland has been in the industry since August 2012 and is registered in 29 states. Roland is also registered with FINRA. Roland's firm, Raymond James Financial Services Advisors, Inc., is a registered investment advisor with approximately $344.87 billion in regulatory assets under management. Raymond James Financial Services Advisors, Inc. serves a variety of client types including individuals, corporations, high net worth individuals, insurance companies, pension and profit sharing plans, and charitable organizations. They offer a variety of investment advisory services, including financial planning, portfolio management, pension consulting, and educational seminars.
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
CA
09/19/2022 - Present
Raymond James Financial Services Advisors, Inc. (Oakland CA)
CA
08/29/2012 - 09/19/2022
EDWARD JONES (OAKLAND CA)
BOTH
Issued 09/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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