Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Burch is a financial advisor at UBS Financial Services Inc. with over 40 years of experience in the financial services industry. Martin is registered in Michigan and holds licenses for Series 3, 63, 7, 8, 9, 10, 65, and SIE exams. Martin specializes in various financial services, including investment management for individuals, businesses, and pension plans, financial planning, and selection of other financial advisors.
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
MI
02/05/1981 - Present
UBS Financial Services Inc. (GRAND RAPIDS MI)
IA
Issued 11/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/10/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1982
Series 3 - National Commodity Futures Examination
BC
Issued 12/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Martin Burch is the right advisor for you? Invested Better is here to help.
