Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Alexander Moore is a financial advisor with LPL Financial LLC. Martin has been in the industry since September 28, 2000. Prior to joining LPL Financial LLC, Martin was a financial advisor with Edward Jones. Martin is a Registered Representative, holding Series 63, 66, and 7 licenses. Martin holds designations for 6 specializations, including insurance, retirement planning, estate planning, and education funding. Martin is licensed to provide financial advice in Michigan and Texas.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
09/14/2021 - Present
LPL Financial LLC (PORTLAND MI)
MI
09/29/2000 - 12/09/2005
EDWARD JONES (LANSING MI)
BOTH
Issued 03/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Martin Moore is the right advisor for you? Invested Better is here to help.
