Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Blumenthal is a financial advisor with UBS Financial Services Inc. Martin has been working in the financial industry since 1999 and is registered with the state of New Jersey and New York. Martin has experience with a variety of clients, including high net worth individuals, corporations, and charitable organizations. Martin has also worked with other firms including UBS International Inc. and J.P. Morgan Securities Inc.
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.
See schedule d - miscellaneous
1
2
NY
10/26/2021 - Present
UBS Financial Services Inc. (New York NY)
NY
04/12/2004 - 01/01/2010
UBS INTERNATIONAL INC. (NEW YORK NY)
NY
05/01/2001 - 02/11/2004
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
03/03/1999 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 12/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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