Unclaimed
Collin Martin is a financial advisor with Cetera Investment Advisers LLC and Cetera Investment Management LLC. Collin is registered with the state of California and Ohio. Collin has been in the industry since February 2008. Collin has a Series 65 license and holds the Chartered Financial Analyst designation. Collin specializes in providing financial planning, portfolio management, and pension consulting services to 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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CA
04/29/2024 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
IA
Issued 10/02/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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