Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Lee Martin is a registered representative with MML Investors Services, LLC. Brad is also a registered investment advisor representative. Brad has over 20 years of experience in the financial services industry, with previous experience at MSI FINANCIAL SERVICES, INC., NEW ENGLAND SECURITIES, EQUITY SERVICES, INC., and THE ADVISORS GROUP, INC. Brad has a Series 7, Series 66, and Securities Industry Essentials Exam. Brad specializes in providing financial planning, pension consulting, asset allocation programs, selection of other advisers, and portfolio management for individuals and businesses. Brad is licensed in Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Massachusetts, Michigan, Montana, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, and Virginia.
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.
Asset allocation programs
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.
Solicitors fees
1
2
VT
03/25/2017 - Present
MML Investors Services, LLC (COLCHESTER VT)
VT
08/11/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (COLCHESTER VT)
VT
02/06/2012 - 01/02/2015
NEW ENGLAND SECURITIES (COLCHESTER VT)
VT
08/22/2005 - 02/02/2012
EQUITY SERVICES, INC. (COLCHESTER VT)
MA
10/25/2002 - 09/05/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MD
05/15/2002 - 09/26/2002
THE ADVISORS GROUP, INC. (BETHESDA MD)
VT
12/20/1999 - 03/06/2002
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
05/11/1999 - 12/14/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 01/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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