Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Christopher Depetris is a financial advisor with Fidelity Personal and Workplace Advisors, providing financial advice and guidance to individuals and families. Martin has been in the industry since 2019. Martin is licensed in 53 states and is committed to providing personalized financial planning services to help clients reach their goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MD
02/08/2023 - Present
Fidelity Personal AND Workplace Advisors (GAITHERSBURG MD)
MD
04/08/2020 - 03/09/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTH BETHESDA MD)
MD
12/11/2018 - 03/05/2020
H. BECK, INC. (Rockville MD)
BOTH
Issued 07/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/16/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 12/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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