Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Ann Martineau is a financial advisor who has been in the industry since 2007. Katie is currently registered with Park Avenue Securities LLC and holds a Series 6, Series 63, and SIE license. Katie has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Katie provides financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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NY
11/18/2021 - Present
Park Avenue Securities LLC (NEW YORK NY)
MA
03/25/2017 - 05/05/2021
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
NY
04/12/2013 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (LONG ISLAND CITY NY)
NY
04/12/2013 - 01/02/2015
NEW ENGLAND SECURITIES (NEW YORK NY)
CT
08/29/2007 - 12/12/2012
NEW ENGLAND SECURITIES (WEST HARTFORD CT)
FL
12/20/2006 - 08/29/2007
METLIFE SECURITIES INC. (TAMPA FL)
FL
12/20/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (TAMPA FL)
PA
10/04/2005 - 05/30/2006
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
BC
Issued 12/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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