Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Wildy is a financial advisor with over 20 years of experience. Martin has worked with various firms including Aris Securities Company, Eventide Asset Management, Investment Research Partners, Avail Investment Partners, LLC and Abundance Wealth Counselors, LLC. Martin holds the Series 7 and Series 66 licenses. Martin specializes in providing financial planning and investment management services to individuals, families, and businesses. Martin is also a Chartered Financial Analyst.
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.
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
PA
08/03/2022 - Present
Abundance Wealth Counselors, LLC (STATE COLLEGE PA)
OH
09/14/2000 - 03/04/2003
ARIS SECURITIES COMPANY (MAYFIELD HEIGHTS OH)
BOTH
Issued 02/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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