Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam J. Martin is a registered representative with J.P. Morgan Institutional Investments Inc. William has been active in the industry since June 26, 2018, and holds Series 3, 7, and 63 licenses as well as a Series 66 license which allows for both broker-dealer and investment advisory activities. William is currently registered in 53 states for broker-dealer activities. William has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
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2
NY
10/29/2018 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
04/14/2016 - 08/15/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 12/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/29/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/15/2016
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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