Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Boone Dressman is a registered representative and investment advisor representative with Coordinated Capital Securities, Inc. based in Cincinnati, OH. Martin Dressman has been in the financial industry since August 1991. Martin Dressman is licensed in Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, New Jersey, Ohio and South Carolina. Martin Dressman has passed the Series 6, Series 7 and Series 66 examinations. Martin Dressman has previously worked at Cambridge Investment Research, Inc. and Eneric Financial Services, Inc. Martin Dressman is a CPA and owns Martin Dressman CPA, LLC.
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.
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
OH
12/15/2014 - Present
Coordinated Capital Securities, Inc. (CINCINNATI OH)
OH
07/12/2001 - 12/23/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (CINCINNATI OH)
IA
08/14/2000 - 07/12/2001
ENERIC FINANCIAL SERVICES, INC. (FAIRFIELD IA)
BOTH
Issued 10/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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