Unclaimed
Timothy Martin is a financial advisor in DECATUR, GA. Timothy has been in the industry since March 2001. He is a registered representative with Eagle Strategies LLC. Timothy Martin has passed the Series 6, 7, 24, 63 and 66 securities examinations. He is registered in 19 states and is also an Investment Advisor Representative. Timothy Martin has passed the SIE exam and is registered in 2 states for Investment Advisory. Timothy Martin is also registered with FINRA and has specialized training in retirement planning, estate planning, investment management, and college savings.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
04/07/2020 - Present
Eagle Strategies LLC (DECATUR GA)
BOTH
Issued 8/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/24/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2004
Series 7 - General Securities Representative Examination
BC
Issued 3/8/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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