Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Shapiro is a financial professional with over 30 years of experience in the financial services industry. He is a CERTIFIED FINANCIAL PLANNER™ professional and CHARTERED FINANCIAL CONSULTANT. Currently, Martin is affiliated with Redwood Private Wealth, a registered investment advisor (RIA) headquartered in Phoenix, AZ. Martin's expertise encompasses financial planning, insurance sales, and investment management. Martin has a comprehensive understanding of various financial products and services, including securities, insurance, and mortgages. He has held positions at various financial institutions throughout his career, including Securities America, Inc. and Woodbury Financial Services, Inc. Martin holds Series 7, Series 6, Series 22, Series 24, Series 51, and Series 63 licenses.
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.
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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AZ
05/23/2023 - Present
Redwood Private Wealth (PHOENIX AZ)
CA
11/29/2017 - 03/02/2022
WOODBURY FINANCIAL SERVICES, INC. (ORANGE CA)
CA
02/11/2015 - 12/01/2017
SECURITIES AMERICA, INC. (Orange CA)
CA
06/16/1999 - 02/12/2015
FOOTHILL SECURITIES, INC. (SAN DIEGO CA)
MA
11/13/1992 - 06/18/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
SC
06/11/1991 - 11/20/1992
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
OH
03/23/1988 - 06/18/1991
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NA
08/05/1985 - 05/18/1988
EQUICO SECURITIES, INC.
NA
08/05/1985 - 05/17/1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 09/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/12/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/02/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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