Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Reid is a financial advisor with over 30 years of experience in the industry. Martin is registered with LPL Financial LLC in Grosse Pointe Woods, Michigan and is licensed to provide investment advisory services in 12 states. Martin's previous employers include McDonald Investments Inc., Raymond James & Associates, Inc., Roney & Co., Roney & Co. L.L.C., and First of Michigan Corporation. Martin specializes in providing financial advice and planning services to individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
05/28/2010 - Present
LPL Financial LLC (GROSSE POINTE WOODS MI)
OH
09/22/2000 - 02/06/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
FL
06/16/1998 - 10/09/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
08/18/1997 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
MI
03/24/1986 - 08/18/1997
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
NA
11/19/1985 - 03/25/1986
OLDE & CO., INCORPORATED
IA
Issued 04/28/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1988
Series 3 - National Commodity Futures Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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