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Mark Jeffery Martin

Brokers International Financial Services, LLC

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About Mark Jeffery Martin

Mark Jeffery Martin is a financial professional with over 30 years of experience in the financial services industry. Mark is currently registered with Brokers International Financial Services, LLC. Mark is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6, 7, and SIE licenses. Mark has previously been registered with SECURIAN FINANCIAL SERVICES, INC. and METLIFE SECURITIES INC.. Mark has a long history of experience in the financial services industry, working with individual clients, charitable organizations, and businesses.

Firm Information

Mark Martin is currently registered with Brokers International Financial Services, LLC. Brokers International Financial Services, LLC is a Limited Liability Company based in Urbandale, IA, that provides investment advisory services to individuals, businesses, charitable organizations, and other investment advisors. The firm is registered with the SEC and in all 51 states and has over 180 licensed agents, 173 investment advisor representatives, and 197 registered representatives. They have approximately $2 billion in assets under management, with a majority of their clients being individuals other than high-net-worth, followed by high-net-worth individuals. They also offer educational seminars and publish periodicals, and they are involved in wrap fee program participation.
Brokers International Financial Services, LLC

4135 NW URBANDALE DR

URBANDALE, IA 50322

$2.00B

Assets Under Management

10

Total Clients

226

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets managed by third-party advisor firms

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Mark Martin’s Registration & Firm History

PA

06/29/2021 - Present

Brokers International Financial Services, LLC (Imperial PA)

PA

10/31/2013 - 06/14/2021

SECURITIES MANAGEMENT & RESEARCH, INC. (Moon TWP PA)

PA

04/08/2004 - 11/07/2013

HORNOR, TOWNSEND & KENT, INC. (MOON TOWNSHIP PA)

MN

06/29/1994 - 04/02/2004

SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)

MA

08/22/1989 - 06/24/1994

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

08/22/1989 - 06/24/1994

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/03/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/1999

Series 7 - General Securities Representative Examination

BC

Issued 08/17/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mark Jeffery Martin. Review regulatory record here.
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