Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Montana is a financial advisor at MML Investors Services, LLC. Martin has been in the financial services industry for over 10 years. Martin is registered with the state of Florida. Martin's areas of expertise include retirement planning, financial planning, and investment management. Martin is also an actor and comedian and has over 10 years of experience in the entertainment industry.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
04/11/2024 - Present
MML Investors Services, LLC (TAMPA FL)
MN
04/30/2023 - 02/29/2024
AMERIPRISE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
NY
01/19/2011 - 07/25/2013
MML INVESTORS SERVICES, LLC (NEW YORK NY)
MA
04/18/2008 - 01/16/2009
NEW ENGLAND SECURITIES (WALTHAM MA)
MA
06/04/2007 - 03/31/2008
ING FINANCIAL PARTNERS, INC. (S EASTON MA)
CA
10/25/2001 - 04/02/2007
AMERIPRISE FINANCIAL SERVICES, INC. (SAN DIEGO CA)
MN
10/25/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/03/2006
Series 4 - Registered Options Principal Examination
BC
Issued 01/30/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/13/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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