Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sidney? Claim Your ProfileSidney Paul Martin is a financial professional with over 30 years of experience in the industry. Sidney is currently a registered representative at Southeast Investments, N.c., Inc., a brokerage firm headquartered in Charlotte, NC. Sidney has previously held positions at Calton & Associates, Inc. in Tampa, FL; Thorn Welch & Co., Inc. Investment Securities in Jackson, MS; and Church Finance, Inc. in Alcobendas (Madrid), Spain. Sidney is a licensed securities professional in Mississippi and has passed a number of industry exams, including the Series 7, Series 24, Series 53 and the SIE exam. Sidney is also a registered principal. Sidney's specializations include investments, insurance, mutual funds and fixed income products.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Offer products as a b/d on a commission basis
1
2
NC
08/29/2005 - Present
Southeast Investments, N.c., Inc. (CHARLOTTE NC)
FL
06/25/1996 - 08/16/2005
CALTON & ASSOCIATES, INC. (TAMPA FL)
MS
06/19/1990 - 07/08/1996
THORN WELCH & CO., INC. INVESTMENT SECURITIES (JACKSON MS)
NA
05/23/1986 - 09/07/1989
CHURCH FINANCE, INC. (ALCOBENDAS (MADRID) )
BC
Issued 02/24/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/1988
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/26/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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