Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Martin is a financial advisor in Birmingham, AL. He has been working in the financial industry since 1993 and is currently registered with Stonex Advisors Inc. William has experience working with individuals, businesses and charitable organizations. He holds several licenses and designations, including the Series 6, Series 62, Series 26, and SIE licenses. He is also a Chartered Financial Consultant. William provides financial planning, portfolio management, and educational seminars to his clients. His areas of specialization include retirement planning, college savings, and estate planning. William has a strong track record of success and is committed to helping his clients achieve their financial goals.
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.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
1
2
AL
01/30/2015 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
NH
02/04/2011 - 09/12/2014
WRP INVESTMENTS, INC. (NASHUA NH)
NH
08/06/1998 - 02/18/2011
LINCOLN FINANCIAL SECURITIES CORPORATION (LACONIA NH)
NH
05/01/1998 - 08/04/1998
SECURE PLANNING, INC. (PORTSMOUTH NH)
IN
11/04/1993 - 03/30/1998
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
BC
Issued 11/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2007
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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