Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Aiello is a financial advisor with over 13 years of experience in the industry. Martin is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in Arizona, California, Hawaii and Texas. Martin has experience working with a variety of clients, including individuals, families, businesses, and institutions. Martin is committed to helping clients achieve their financial goals and has a strong understanding of investment strategies, financial planning, and retirement planning.
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.
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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CA
06/14/2024 - Present
Osaic Wealth, Inc. (PLEASANTON CA)
CA
02/29/2024 - 06/14/2024
SECURITIES AMERICA, INC. (PLEASANTON CA)
CA
02/22/2019 - 03/13/2024
AMERITAS INVESTMENT COMPANY, LLC (Livermore CA)
CA
09/18/2012 - 02/12/2019
PAYCHEX SECURITIES CORPORATION (SAN RAMON CA)
NJ
07/12/2010 - 07/24/2012
ADP BROKER-DEALER, INC. (ROSELAND NJ)
BC
Issued 07/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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