Unclaimed
Timothy Martin is a financial advisor registered with J.P. Morgan Securities LLC. Timothy Martin has been in the financial industry since 2020 and has held various roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Timothy Martin is registered as an Investment Advisor Representative in Indiana and Texas. Timothy Martin is also a General Securities Representative and has passed the Series 7, Series 66, and SIE exams. Timothy Martin holds a number of registrations and licenses, including Series 63 and Series 66 licenses. Timothy Martin works with a variety of clients, including individuals, corporations, and charitable organizations. Timothy Martin provides financial planning, portfolio management, and other advisory services.
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.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IN
10/10/2024 - Present
J.p. Morgan Securities LLC (MOORESVILLE IN)
BOTH
Issued 08/19/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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