Unclaimed
Martin Christopher SINClair is a financial advisor registered with Cetera Investment Advisers LLC and is currently licensed in Delaware, Florida, New Jersey, Oregon, and Pennsylvania. Martin Christopher SINClair has a total of 15 years of experience in the financial industry. Martin Christopher SINClair offers a range of services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Martin Christopher SINClair is also an Independent Insurance Agent selling life, accident, and health insurance. Martin Christopher SINClair is affiliated with Walnut Street Securities, Inc. and Cetera Investment Advisers LLC.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
06/29/2023 - Present
Cetera Investment Advisers LLC (HADDONFIELD NJ)
NJ
02/05/2010 - 09/03/2013
WALNUT STREET SECURITIES, INC. (HADDONFIELD NJ)
IA
Issued 9/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/2/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/4/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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