Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tobias? Claim Your ProfileTobias Martyn is an experienced financial professional, having worked in the industry since 1998. Tobias is currently registered with Stifel, Nicolaus & Company, Inc. in Honolulu, HI. Tobias has a strong background in financial planning, portfolio management, and pension consulting. Tobias is dedicated to providing clients with personalized financial advice and guidance.
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.
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
HI
10/05/2011 - Present
Stifel, Nicolaus & Company, Inc. (HONOLULU HI)
MO
01/22/1998 - 09/08/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
CO
03/17/1995 - 01/06/1998
HANIFEN, IMHOFF INC. (DENVER CO)
NA
07/03/1991 - 03/24/1995
HAWAIIAN CAPITAL SECURITIES
NA
12/22/1983 - 05/11/1984
KIDDER, PEABODY & CO. INCORPORATED
BOTH
Issued 10/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/03/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/02/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/22/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1991
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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