Unclaimed
Timothy Jerome Martin is a financial advisor registered with Raymond James & Associates, Inc. Timothy holds Series 66, Series 7TO, and SIE licenses. He has been in the industry for over one year. Timothy provides various financial advisory services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. He is licensed in several states including California, Delaware, Hawaii, Illinois, Indiana, Iowa, Michigan, Minnesota, Missouri, Nebraska, New Jersey, North Dakota, Pennsylvania, South Dakota, Texas, and Wisconsin. Timothy is also the founder of SevenFigureSports LLC, which assists high school athletes in their recruitment to college programs.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
10/24/2024 - Present
Raymond James & Associates, Inc. (BOCA RATON FL)
BOTH
Issued 02/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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