Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Martin is a financial professional with over 12 years of experience in the financial services industry. Amy is currently registered with Cetera Investment Advisers LLC and has previously held positions at a number of other firms, including Waddell & Reed, Grove Point Investments, LLC, and CADARET, GRANT & CO., INC. Amy specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, businesses, and charitable organizations.
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.
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
04/09/2024 - Present
Cetera Investment Advisers LLC (OVERLAND PARK KS)
MD
12/12/2023 - 04/08/2024
GROVE POINT INVESTMENTS, LLC (ROCKVILLE MD)
NY
07/21/2023 - 04/08/2024
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CA
07/21/2023 - 04/08/2024
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
TX
07/21/2023 - 04/08/2024
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
CA
07/21/2023 - 04/08/2024
SCF SECURITIES, INC. (SAN DIEGO CA)
CA
07/21/2023 - 04/08/2024
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
CA
07/21/2023 - 04/08/2024
WESTERN INTERNATIONAL SECURITIES, INC. (PASADENA CA)
KS
03/24/2021 - 07/18/2023
CETERA ADVISORS LLC (OVERLAND PARK KS)
KS
03/03/2014 - 04/07/2021
WADDELL & REED (OVERLAND PARK KS)
KS
03/19/2012 - 02/14/2014
CETERA ADVISORS LLC (OVERLAND PARK KS)
BOTH
Issued 7/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/8/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/17/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/2/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 3/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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