Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Warren? Claim Your ProfileWarren Randolph Martin is a financial advisor with over 14 years of experience in the financial services industry. Warren is currently registered with LPL Financial LLC in Williamsburg, VA. Prior to joining LPL Financial LLC, Warren was affiliated with MML Investors Services, LLC, NYLIFE Securities LLC, and Waddell & Reed, Inc. Warren holds the Series 7 and Series 66 securities licenses.
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.
Consulting and other non-discretionary advisory services
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.
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2
VA
07/08/2024 - Present
LPL Financial LLC (Williamsburg VA)
VA
01/29/2016 - 07/09/2024
MML INVESTORS SERVICES, LLC (WILLIAMSBURG VA)
VA
04/09/2010 - 12/17/2015
NYLIFE SECURITIES LLC (GLEN ALLEN VA)
VA
03/19/2010 - 03/24/2010
WADDELL & REED, INC. (VIRGINIA BEACH VA)
BOTH
Issued 04/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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