Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Livingston is a financial advisor with over 20 years of experience. Martin has been registered with Wells Fargo Clearing Services, LLC since 2009. Prior to joining Wells Fargo, Martin was with CITIGROUP GLOBAL MARKETS INC., and has been in the industry since 2001. Martin holds the Series 31, Series 7, Series 63 and Series 65 licenses. Martin provides financial planning, portfolio management, and investment consulting services to a wide range of clients, including individuals, families, and businesses. Martin is committed to providing personalized service and helping clients reach their financial goals.
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.
Investment consulting services to institutional clients
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
CA
02/09/2011 - Present
Wells Fargo Clearing Services, LLC (PLEASANTON CA)
CA
06/21/2001 - 03/23/2009
CITIGROUP GLOBAL MARKETS INC. (PLEASANTON CA)
IA
Issued 07/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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