Unclaimed
Brian Martin is a registered representative of MML Investors Services, LLC, and has been in the financial services industry since February 1996. Brian is registered to offer securities in 51 states and the District of Columbia. Brian has a Series 6, Series 63, and Series 65 license. Brian specializes in asset allocation programs, financial planning, and portfolio management for individuals and businesses. Brian is also a licensed insurance broker. Brian offers insurance products from various carriers, including life, health, fixed annuities, disability income insurance and long-term care. Brian’s clients include high-net-worth individuals, corporations, and other businesses, as well as charitable organizations 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.
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
MD
06/18/2009 - Present
MML Investors Services, LLC (COCKEYSVILLE MD)
IA
Issued 03/10/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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