Unclaimed
Martha Mary Macken Elliott is a registered investment advisor with Cetera Investment Advisers LLC. Martha has over 22 years of experience in the financial services industry. Martha has held several roles in the financial services industry and has a deep understanding of investment strategies. Martha's primary focus is to help individuals, families, and businesses reach their financial goals. Martha is committed to providing personalized financial advice and services to help clients achieve their financial objectives. In addition to her work at Cetera Investment Advisers LLC, Martha also serves as a registered representative for Mayo Employees Federal Credit Union.
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.
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
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (ROCHESTER MN)
MN
11/22/2000 - 08/02/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/22/2000 - 08/02/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 1/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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