Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Evan Martin is a registered investment advisor representative with Thornburg Investment Management Inc. Scott has been in the financial industry since 2007, with previous experience at LORD ABBETT DISTRIBUTOR LLC, RIDGEWORTH DISTRIBUTORS LLC, PIONEER FUNDS DISTRIBUTOR, INC., OPPENHEIMERFUNDS DISTRIBUTOR, INC., U.S. BANCORP INVESTMENTS, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Scott holds the Series 63, Series 66, Series 7 and SIE licenses. Scott specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CO
03/19/2020 - Present
Thornburg Investment Management Inc. (Denver CO)
NJ
03/15/2017 - 03/03/2020
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
ME
04/15/2011 - 02/28/2017
RIDGEWORTH DISTRIBUTORS LLC (PORTLAND ME)
MA
07/29/2008 - 03/24/2011
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
CO
10/15/2007 - 07/16/2008
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
MN
04/15/2004 - 10/13/2004
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NY
12/12/2003 - 03/22/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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