Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Davonta? Claim Your ProfileDavonta Issiah Martin is a financial advisor registered with Lion Street Advisors, LLC in Bellevue, Washington. Davonta Issiah Martin has been in the financial services industry since August 13, 2023. Davonta Issiah Martin is registered with the state of Washington as both a broker-dealer and an investment advisor. Davonta Issiah Martin has passed the Series 63 and Series 65 exams.
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.
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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WA
03/28/2024 - Present
Lion Street Advisors, LLC (Bellevue WA)
IA
Issued 03/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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