Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mario? Claim Your ProfileMario Alexander Windsor Martin is a financial professional with over two years of experience in the financial services industry. Mario holds the Series 7TO, Series 63, and SIE licenses. Currently, Mario is affiliated with MML Investors Services, LLC and is registered to provide financial advice in Arizona, Illinois, Kansas, and New Jersey. Prior to joining MML Investors Services, LLC, Mario worked as a financial advisor for EQUITABLE ADVISORS, LLC in Morristown, NJ. Mario focuses on providing portfolio management for individuals and businesses, financial planning, pension consulting, 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NJ
01/04/2023 - Present
MML Investors Services, LLC (Iselin NJ)
NJ
07/10/2020 - 11/03/2022
EQUITABLE ADVISORS, LLC (MORRISTOWN NJ)
BC
Issued 06/22/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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