Unclaimed
Bronwyn Lee-ann Martin is a financial professional with over 20 years of experience in the industry. Bronwyn is a registered representative of Ameriprise Financial Services, LLC and holds Series 7 and Series 66 securities licenses as well as the SIE exam. She has held a variety of roles throughout her career, including a previous position with IDS Life Insurance Company. Bronwyn is a Chartered Financial Consultant and currently works out of the Ameriprise Financial Services, LLC offices in Havre de Grace, MD and Kennett Square, PA. Bronwyn is active in the community and has a passion for helping individuals and families achieve their financial goals.
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 services
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
MD
07/02/2024 - Present
Ameriprise Financial Services, LLC (HAVRE DE GRACE MD)
MN
10/03/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/16/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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