Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Martin is a registered investment advisor representative with Martin Wealth Solutions. Theresa has been in the industry since May 2017 and is licensed to provide financial planning and portfolio management services to individuals. Theresa's practice focuses on providing guidance and support to clients in managing their assets and reaching 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.
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.
A percentage of the total value of assets under management is charged.
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VA
05/04/2017 - Present
Martin Wealth Solutions (CHRISTIANSBURG VA)
IA
Issued 02/17/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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