Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Simpson Staniford is an Investment Advisor Representative with Wealthspire Advisors, a registered investment advisor with the Securities and Exchange Commission. Martha has been in the industry since 1986 and has worked at several other firms. Her current firm is Wealthspire Advisors. Martha's professional experience includes work at Fahnestock & Co. Inc., CIBC World Markets Corp., BT Brokerage Corporation, BT Alex. Brown Incorporated, Sontag Securities LLC, Radiant Securities LLC, NFP Securities, Inc., and Wealthspire Advisors. Martha has passed the Series 7, 24 and 63 exams and is currently licensed in Connecticut, New York, and Texas. She is a director of the Lynde Point Land Trust and serves on the Petey Greene Board and Zoning Board of Appeals in Fenwick, CT.
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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2
NY
04/27/2006 - Present
Wealthspire Advisors (NEW YORK NY)
NY
08/21/2008 - 12/22/2010
NFP SECURITIES, INC. (NEW YORK NY)
CA
11/08/2006 - 04/19/2007
RADIANT SECURITIES LLC (SAN FRANCISCO CA)
NY
03/31/2004 - 04/28/2006
SONTAG SECURITIES LLC (NEW YORK NY)
NY
01/03/2003 - 02/24/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
10/27/1998 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
MD
12/03/1997 - 08/10/1998
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NY
09/04/1996 - 12/04/1997
BT BROKERAGE CORPORATION (NEW YORK NY)
MD
05/01/1987 - 05/22/1995
BT SECURITIES CORPORATION (BALTIMORE MD)
BC
Issued 02/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/1997
Series 24 - General Securities Principal Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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