Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Charles O'Shaughnessy is an investment advisor representative with Belpointe Asset Management LLC. Martin holds licenses for both securities and investment advising, and has been in the financial services industry since 2019. Martin previously worked for DAI Securities, LLC and AssetMark Brokerage, LLC. Martin specializes in Financial Planning, Pension Consulting, Educational Seminars, and Selection of Other Advisors, and also provides Portfolio Management for Individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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NV
06/07/2024 - Present
Belpointe Asset Management LLC (RENO NV)
MN
07/17/2023 - 06/06/2024
DAI SECURITIES, LLC (MANKATO MN)
IL
06/05/2019 - 06/13/2023
ASSETMARK BROKERAGE, LLC (Chicago IL)
BC
Issued 09/03/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/05/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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