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 Sacks is an investment advisor representative at Ameriprise Financial Services, LLC. Martin has been in the industry since May 17, 2016. Martin has a Series 7, Series 66, and SIE license. Martin has 28 active state registrations. Martin's areas of specialization include asset allocation, financial planning, pension consulting, and portfolio management for individuals and businesses. Martin is registered with Ameriprise Financial Services, LLC, which is a registered investment advisor. Ameriprise Financial Services, LLC is based in Minneapolis, Minnesota and manages between $1 billion and $10 billion in assets. Ameriprise Financial Services, LLC provides financial planning, pension consulting, asset allocation services, and other investment-related services.
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.
Asset allocation services
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.
1
2
OR
06/09/2016 - Present
Ameriprise Financial Services, LLC (Portland OR)
BOTH
Issued 06/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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