Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Kathryn Troutner is a financial professional with over 25 years of experience in the industry. Martha is currently a Registered Representative with United Planners' Financial Services of America A Limited Partner and has been with them since June of 2021. Prior to that, Martha was with Cetera Advisor Networks LLC from October 2008 to June 2021, and with Financial Network Investment Corporation from June 1999 to October 2006. Martha specializes in providing financial planning and portfolio management services to individuals, families, and businesses.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
06/03/2021 - Present
United Planners' Financial Services OF America A Limited Partner (FORT WAYNE IN)
IN
10/03/2008 - 06/07/2021
CETERA ADVISOR NETWORKS LLC (FT. WAYNE IN)
IN
06/29/1999 - 10/04/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (FT. WAYNE IN)
NJ
06/20/1996 - 05/28/1998
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NJ
10/13/1993 - 07/05/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 11/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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