Unclaimed
Martin Alfieri is a financial advisor with Trustmont Financial Group, Inc. Martin has been in the industry since January 5, 2011. He is registered with the state of Pennsylvania and holds Series 6 and Series 63 licenses, as well as the SIE exam. Martin has previously worked with LPL Financial LLC in Irwin, Pennsylvania.
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.
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.
1
2
PA
03/11/2014 - Present
Trustmont Financial Group, Inc. (MONROEVILLE PA)
PA
01/06/2011 - 03/12/2014
LPL FINANCIAL LLC (IRWIN PA)
BC
Issued 02/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Martin Alfieri is the right advisor for you? Invested Better is here to help.