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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Martin is a registered investment advisor representative with Amundi Asset Management US, Inc. David Michael Martin has been in the industry for over 29 years and has been registered with the state of Massachusetts since 2015. Previously, David Michael Martin was registered with Putnam Retail Management Limited Partnership and OppenheimerFunds Distributor, Inc. David Michael Martin holds Series 6, 7, 24, 63, and 65 licenses as well as the SIE exam. David Michael Martin works primarily with other investment advisers, insurance companies, investment companies, and pooled investment vehicles. David Michael Martin also provides advisory services in the areas of selection of other advisers, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
01/04/2021 - Present
Amundi Asset Management US, Inc. (BOSTON MA)
MA
03/11/2002 - 09/24/2012
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
NY
04/13/1994 - 12/13/2001
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
MA
08/10/1992 - 01/14/1994
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 07/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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