Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robert Martin is a financial advisor registered with Edward Jones. William has been in the industry since October 2005 and has been actively registered in Oklahoma since December 2005. William has a Series 66, Series 63, Series 7, and SIE licenses and is registered with the state of Oklahoma as an investment advisor representative. William has also been registered as an investment advisor representative in Texas since August 2014. William is registered with the state of Oklahoma as an investment advisor representative, William has also been registered as an investment advisor representative in Texas since August 2014. William provides financial planning, pension consulting, selection of other advisers, and portfolio management services for individuals and businesses. William is also the owner of several other businesses, including J & B Enterprises, Martin Custom Jewelers, Timberland West Ltd, and 420 E Main LLC.
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.
See schedule d - miscellaneous
1
2
OK
08/26/2014 - Present
Edward Jones (YUKON OK)
BOTH
Issued 04/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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