Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Collin? Claim Your ProfileCollin Daniel Martin is a registered Investment Advisor Representative in California and Ohio. Collin holds the Series 65 license and is a Chartered Financial Analyst. Collin's current firm is Cetera Investment Advisers LLC where he has worked since 2015. Collin has a long history in the financial industry and has worked for Cetera Investment Management LLC, First Allied Securities, First Allied Asset Management and Tower Square Investment Management LLC.
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 10/2/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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