Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gerald Martin is an investment advisor representative currently registered with Thomas Doll and based in Wichita, Kansas. William has been in the industry for over 30 years and is a highly experienced advisor. William holds several licenses and designations including Series 7, 24, 27, 63 and 65. He is also a Chartered Financial Analyst. William has previously worked with firms including Sungard Institutional Brokerage Inc. and M M R Investment Bankers, Inc. William specializes in providing financial planning, pension consulting and portfolio management services to individuals, businesses and pension and profit sharing plans.
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.
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.
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2
KS
01/05/2025 - Present
Thomas Doll (Wichita KS)
IL
01/26/2004 - 03/15/2005
SUNGARD INSTITUTIONAL BROKERAGE INC. (GENEVA IL)
IL
11/21/2001 - 01/15/2002
SUNGARD INSTITUTIONAL BROKERAGE INC. (GENEVA IL)
KS
08/06/1991 - 10/28/1999
M M R INVESTMENT BANKERS, INC. (WICHITA KS)
IA
Issued 10/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/1994
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/20/1993
Series 24 - General Securities Principal Examination
BC
Issued 08/05/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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