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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Jay Martin is a financial advisor registered with LPL Financial LLC. Stephen has been in the industry since 2006. He is licensed in Arizona, Florida, Idaho, Nevada, Texas, Utah, and Washington. Stephen offers a variety of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Consulting and other non-discretionary advisory services
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.
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2
UT
02/01/2016 - Present
LPL Financial LLC (MIDVALE UT)
UT
08/15/2012 - 01/28/2016
CETERA ADVISOR NETWORKS LLC (AMERICAN FORK UT)
GA
08/12/2011 - 02/16/2012
THE STRATEGIC FINANCIAL ALLIANCE, INC. (JEFFERSON GA)
GA
08/08/2002 - 11/30/2005
WOODBURY FINANCIAL SERVICES, INC. (WINDER GA)
PA
01/10/2000 - 10/01/2002
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BOTH
Issued 08/26/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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