Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Bradley Woll is a financial professional with over 17 years of experience in the industry. Martin is currently registered with Clarendon Insurance Agency, Inc. in Waltham, MA. Martin has held previous positions with INTE SECURITIES LLC, EQUITABLE DISTRIBUTORS, LLC and HOULIHAN LOKEY HOWARD & ZUKIN CAPITAL, INC. Martin has a broad range of licenses, including Series 7, 6, 26, 99TO and SIE.
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.
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.
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2
MA
06/28/2024 - Present
Clarendon Insurance Agency, Inc. (WALTHAM MA)
FL
02/07/2022 - 12/31/2023
INTE SECURITIES LLC (BOCA RATON FL)
NY
03/30/2016 - 01/14/2022
EQUITABLE DISTRIBUTORS, LLC (NEW YORK NY)
NY
02/06/2008 - 03/06/2008
HOULIHAN LOKEY HOWARD & ZUKIN CAPITAL, INC. (NEW YORK NY)
BC
Issued 04/04/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/25/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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