Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Stanley Martin is a financial advisor with over 30 years of experience in the industry. Lee is a Certified Financial Planner™ professional and has a strong background in investment management and financial planning. Lee is currently registered with Avior Wealth Management, LLC and has previously worked with LPL Financial LLC, NRP FINANCIAL, INC., ALLSTATE FINANCIAL SERVICES, LLC, FSC SECURITIES CORPORATION, INTERSSECURITIES, INC., CUSO FINANCIAL SERVICES, L.P., FINANCIAL NETWORK INVESTMENT CORPORATION, NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC., ROBERT W. BAIRD & CO. INCORPORATED, and AMERICAN PACIFIC SECURITIES CORPORATION. Lee specializes in providing financial planning and investment management services to individuals, families, and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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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2
NE
10/17/2023 - Present
Avior Wealth Management, LLC (OMAHA NE)
WA
11/30/2010 - 10/05/2023
LPL FINANCIAL LLC (MERCER ISLAND WA)
WA
08/17/2009 - 11/30/2010
NRP FINANCIAL, INC. (BELLEVUE WA)
WA
07/10/2008 - 09/04/2009
ALLSTATE FINANCIAL SERVICES, LLC (BELLEVUE WA)
WA
04/11/2007 - 07/24/2008
FSC SECURITIES CORPORATION (BELLEVUE WA)
WA
02/12/2002 - 04/23/2007
INTERSECURITIES, INC. (BELLEVUE WA)
CA
02/16/2001 - 02/08/2002
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
05/14/1991 - 04/16/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
WI
09/25/1989 - 05/21/1991
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
09/25/1989 - 11/16/1990
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
CA
04/10/1989 - 06/21/1989
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
10/20/1988 - 04/10/1989
AMERICAN PACIFIC SECURITIES CORPORATION
NA
07/01/1988 - 03/09/1989
PFG SECURITIES, INC.
NA
03/24/1987 - 08/30/1988
PACIFIC HERITAGE SECURITIES, INC.
IA
Issued 11/22/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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