Unclaimed
Martin Beecher Lusk is a financial advisor associated with Ernst & Young Investment Advisers LLP. Martin is registered with the state of Missouri. Martin is also a Certified Financial Planner. Martin has a Series 7 license as a General Securities Representative and a Series 66 license as a Uniform Combined State Law Examination. Martin joined Ernst & Young LLP in 2001. Prior to that, Martin worked for Quest Capital Strategies, Inc. in Laguna Hills, CA and for AXA Advisors, LLC in New York, NY.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
MO
01/03/2008 - Present
Ernst & Young Investment Advisers LLP (KANSAS CITY MO)
CA
03/06/2003 - 03/29/2006
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
NY
02/22/2001 - 04/25/2001
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 02/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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