Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Charles Martin is a financial advisor in Auburn, Massachusetts, and is registered with Commonwealth Financial Network. John has been in the securities industry since July 19, 1993. John holds the Series 63, Series 7, and SIE licenses. John has been registered with Commonwealth Financial Network since October 20, 2008. Prior to that, John was registered with Ameriprise Financial Services, Inc., and IDS Life Insurance Company. John has a designation of Certified Financial Planner and specializes in providing financial advice to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and state or municipal government entities.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
10/20/2008 - Present
Commonwealth Financial Network (Auburn MA)
MA
07/20/1993 - 10/21/2008
AMERIPRISE FINANCIAL SERVICES, INC. (AUBURN MA)
MN
07/20/1993 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Martin is the right advisor for you? Invested Better is here to help.
