Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Payne is a registered investment advisor representative with Integrated Wealth Concepts LLC. Martha has been in the industry for over 20 years. Prior to joining Integrated Wealth Concepts LLC, Martha was a registered representative with MSI Financial Services, Inc. and New England Securities. Martha is licensed in Connecticut, Florida, Maryland, Massachusetts, Rhode Island, South Carolina and Texas. Martha is a Series 6, Series 63, Series 65 and SIE licensed representative. Martha specializes in providing financial planning, portfolio management and pension consulting services. Martha also specializes in working with charitable organizations, corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans and other investment advisors.
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.
A percentage of the total value of assets under management is charged.
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MA
12/20/2021 - Present
Integrated Wealth Concepts LLC (WALTHAM MA)
MA
01/02/2015 - 08/26/2016
MSI FINANCIAL SERVICES, INC. (BOSTON MA)
MA
05/19/2003 - 01/02/2015
NEW ENGLAND SECURITIES (BOSTON MA)
IA
Issued 07/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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