Unclaimed
Martin A. Wissing is a financial advisor who has been in the industry since February 20, 2000. Martin A. Wissing is currently registered with Private Advisor Group, LLC and has been with them since March 2014. Martin A. Wissing is also registered with PNC INVESTMENTS. Martin A. Wissing is a registered investment advisor with Private Advisor Group, LLC, a hybrid firm that provides both investment advisory and brokerage services. In addition to their work with Private Advisor Group, LLC, Martin A. Wissing also owns and operates a business called Wissing Wealth Management, LLC which is a DBA for their LPL business. Martin A. Wissing's areas of specialization include investment advisory services, financial planning, portfolio management, and education seminars.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
KY
04/17/2021 - Present
Private Advisor Group, LLC (LOUISVILLE KY)
KY
01/01/2004 - 03/10/2014
PNC INVESTMENTS (LOUISVILLE KY)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
12/03/2001 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
NY
02/21/2000 - 12/04/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 03/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 02/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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