Unclaimed
Tyson Martin is a financial professional with over 10 years of experience in the securities industry. Tyson is currently registered with City National Securities, Inc. and has previously worked for CNR Securities, LLC and SagePoint Financial, Inc. Tyson holds a Series 6, 63, and SIE license. Tyson specializes in portfolio management for individuals and businesses.
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.
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.
Mutual fund fees, broker fees & transaction fees
1
2
CA
03/22/2024 - Present
City National Securities, Inc. (LOS ANGELES CA)
CA
10/21/2013 - 03/27/2024
CNR SECURITIES, LLC (BEVERLY HILLS CA)
CA
03/22/2013 - 09/05/2013
SAGEPOINT FINANCIAL, INC. (BEVERLY HILLS CA)
BC
Issued 05/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Tyson Martin is the right advisor for you? Invested Better is here to help.