Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Bel is a financial advisor with over 25 years of experience in the financial services industry. Martin is currently registered with Cbiz Financial Solutions, Inc. and Cbiz Investment Advisory Services, LLC. Martin is a Chartered Financial Analyst (CFA) and holds the Series 63, Series 7, and Series 8 licenses. Martin has experience in various areas, including investment advisory services, pension consulting, portfolio management, and financial planning. Martin specializes in assisting individual clients with their financial planning needs, as well as providing investment advisory services to pension and profit-sharing plans.
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.
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.
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.
A percentage of assets under advisement
1
2
OH
06/30/2011 - Present
Cbiz Financial Solutions, Inc. (CLEVELAND OH)
OH
07/27/2006 - 12/31/2021
CBIZ FINANCIAL SOLUTIONS, INC. (CLEVELAND OH)
TX
01/21/1997 - 01/19/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
08/13/1996 - 01/02/1997
STANDARD BROKERAGE SERVICES, INC.
MI
08/22/1994 - 08/02/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 09/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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