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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Denis Hegarty is an investment advisor representative for Morgan Stanley in Naples, Florida. Martin has been in the industry since 2004. Martin holds the Series 7, Series 63 and Series 66 licenses. Martin previously worked at BANC OF AMERICA SECURITIES LLC, MERRILL LYNCH GOVERNMENT SECURITIES INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Martin also holds the Series 7TO and SIE licenses and is registered in 44 states.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/01/2020 - Present
Morgan Stanley (Naples FL)
NY
02/09/2009 - 07/14/2010
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
10/20/2005 - 02/09/2009
MERRILL LYNCH GOVERNMENT SECURITIES INC. (NEW YORK NY)
NY
04/06/2004 - 02/09/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/10/2020
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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