Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Albanese is a financial advisor with over 22 years of experience in the industry. He has held previous roles with firms like Charles Schwab & Co., Inc., Stifel, Nicolaus & Company, Incorporated, TD Ameritrade, Inc. and Lincoln Investment. Martin is currently registered with J.P. Morgan Securities LLC and provides financial advice to individuals, businesses, and institutions. His services include financial planning, portfolio management, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
12/22/2023 - Present
J.p. Morgan Securities LLC (New Hyde Park NY)
NY
04/08/2019 - 12/19/2023
CHARLES SCHWAB & CO., INC. (Manhasset NY)
NY
10/24/2016 - 03/12/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GARDEN CITY NY)
NY
09/18/2015 - 10/20/2016
TD AMERITRADE, INC. (FOREST HILLS NY)
NY
09/08/2014 - 08/31/2015
LINCOLN INVESTMENT (EAST ISLIP NY)
NY
05/20/2010 - 09/04/2014
FIDELITY BROKERAGE SERVICES LLC (GARDEN CITY NY)
NY
07/30/2009 - 05/11/2010
MADISON PROPRIETARY TRADING GROUP, LLC (NEW YORK NY)
NY
05/12/2005 - 03/30/2009
BANC OF AMERICA SPECIALIST, INC. (NEW YORK NY)
NY
09/27/2001 - 05/02/2005
LABRANCHE & CO. LLC (NEW YORK NY)
NY
10/01/2000 - 09/13/2001
R. ADRIAN & COMPANY, LLC (NEW YORK NY)
IA
Issued 08/17/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1999
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 03/30/1999
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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