Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Troiani is a financial advisor with over 13 years of experience in the industry. Martin is currently registered with Prosperity Financial Group, Inc. and is also registered as an Investment Advisor Representative (IAR) in California. Martin has previously held positions at several firms including Wells Fargo Clearing Services, LLC, First Allied Securities, Inc. and Cetera Advisors LLC. Martin is a Series 7 and Series 66 licensed advisor, holding a securities license and a Uniform Combined State Law Examination license. Martin provides financial planning and portfolio management services for both individuals and businesses.
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.
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.
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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2
CA
12/15/2023 - Present
Prosperity Financial Group, Inc. (SAN RAMON CA)
CA
09/08/2022 - 12/15/2023
CETERA ADVISORS LLC (WALNUT CREEK CA)
CA
05/09/2017 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (WALNUT CREEK CA)
CA
11/08/2013 - 05/16/2017
WELLS FARGO CLEARING SERVICES, LLC (DUBLIN CA)
CA
05/21/2010 - 11/11/2013
EDWARD JONES (SAN RAMON CA)
BOTH
Issued 06/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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