Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roland? Claim Your ProfileRoland Touzeau Martin is an investment advisor representative at Osaic Wealth, Inc. Roland has over 30 years of experience in the financial services industry. Roland is a Certified Financial Planner and holds Series 6, 7, 63, and 65 licenses. Roland provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. Roland is committed to providing clients with personalized financial advice to help them achieve their financial goals.
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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VA
06/14/2024 - Present
Osaic Wealth, Inc. (HAMPTON VA)
VA
07/21/2014 - 06/14/2024
SECURITIES AMERICA, INC. (CHESAPEAKE VA)
VA
05/21/1999 - 07/31/2014
VALIC FINANCIAL ADVISORS, INC. (NORTH CHESTERFIELD VA)
TX
05/21/1999 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
VA
07/14/1993 - 06/24/1996
INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)
MA
04/23/1990 - 06/25/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
AZ
11/19/1989 - 04/27/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
06/20/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 05/28/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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