Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vester? Claim Your ProfileVester Mandiver Martin has been in the financial services industry since 1983, working for several firms including A.G. Edwards & Sons, Inc., NYLife Securities Inc., AmSouth Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Edward Jones. Vester is currently registered with RFG Advisory, LLC dba Cheaha Wealth Management and has an active registration as an Investment Advisor Representative in Alabama and Texas. Vester offers a range of financial planning and advisory services to individual and business clients. Vester Mandiver Martin is a dedicated professional who provides tailored solutions to meet the needs of a diverse clientele.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
AL
08/19/2024 - Present
RFG Advisory, LLC (ANNISTON AL)
AL
08/21/2009 - 06/08/2024
EDWARD JONES (OXFORD AL)
AL
04/05/2002 - 09/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANNISTON AL)
AL
09/16/1996 - 01/09/2002
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NY
11/25/1992 - 10/14/1994
NYLIFE SECURITIES INC. (NEW YORK NY)
NA
01/26/1983 - 07/29/1987
A. G. EDWARDS & SONS, INC.
IA
Issued 08/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/1997
Series 24 - General Securities Principal Examination
BC
Issued 09/06/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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