Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Andrew Martin is a financial advisor who has been in the industry since 1983. He is currently registered with Globalt Investments in Atlanta, Georgia, and has passed both the Series 6 and Series 63 exams. Thomas has a designation as a Chartered Financial Analyst. He has a history of working with Globalt Investments since 2014 and has a proven track record of providing financial advice to individuals, corporations, and institutions.
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.
Model portfolio provider
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.
Percent of model portfolio fee
1
2
GA
11/20/2023 - Present
Globalt Investments (ATLANTA GA)
NA
07/07/1983 - 12/19/1983
FIRST INVESTORS CORPORATION
BC
Issued 07/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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