Unclaimed
Donald Martyn is an investment advisor representative with Equitable Advisors, LLC, a firm with a strong track record of providing financial advice. Donald has been in the industry since 1970 and holds a variety of licenses and certifications, including Series 63, 65, 7, 22, and SIE. Donald is also licensed in Michigan as both a broker-dealer and an investment advisor representative. In addition to Equitable Advisors, LLC, Donald has worked with THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Donald is an active advisor and is currently registered with the state of Michigan. Donald's expertise and experience make him a valuable resource for clients seeking financial advice.
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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MI
01/01/2025 - Present
Equitable Advisors, LLC (OKEMOS MI)
NY
07/09/1970 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/25/1970
V06 - Variable Annuities Module Examination
Active
Inactive
F
FINRA
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