Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Welzmuller is a financial advisor who has been in the industry since 1996. Martin is currently registered with Stifel, Nicolaus & Company, Inc. in New Jersey and Texas. Martin has experience with a variety of investment products and services, including financial planning, pension consulting, and portfolio management. Martin also has a history of working with a variety of clients, including individuals, families, businesses, and institutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
08/02/2023 - Present
Stifel, Nicolaus & Company, Inc. (SUCCASUNNA NJ)
NJ
09/28/2011 - 08/30/2023
WELLS FARGO CLEARING SERVICES, LLC (SHORT HILLS NJ)
NJ
10/09/2009 - 10/10/2011
RBC CAPITAL MARKETS, LLC (PARSIPPANY NJ)
NJ
08/28/2006 - 10/09/2009
J. B. HANAUER & CO. (PARSIPPANY NJ)
NJ
05/22/1996 - 09/12/2006
RYAN BECK & CO. (FLORHAM PARK NJ)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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