Unclaimed
Tyson Frederick Martin is an investment advisor representative with Wells Fargo Clearing Services, LLC. Tyson has been in the industry since January 14, 2003. Tyson has a Series 65 and Series 66 license and has been registered with the State of Florida since April 16, 2015. Tyson has previously worked for Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., UBS Financial Services Inc. and MetLife Securities Inc..
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.
Investment consulting services to institutional clients
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
09/18/2015 - Present
Wells Fargo Clearing Services, LLC (CLEARWATER FL)
FL
02/13/2013 - 04/21/2015
RAYMOND JAMES & ASSOCIATES, INC. (TAMPA FL)
FL
05/11/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (TAMPA FL)
FL
07/17/2007 - 05/13/2009
UBS FINANCIAL SERVICES INC. (TAMPA FL)
FL
01/14/2003 - 06/21/2007
METLIFE SECURITIES INC. (TAMPA FL)
FL
01/14/2003 - 06/21/2007
METROPOLITAN LIFE INSURANCE COMPANY (TAMPA FL)
BOTH
Issued 08/06/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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