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Martin Mc Farling is a financial advisor with Ameriprise Financial Services, LLC. Martin has been in the financial services industry since September 19, 2000. Martin holds the Series 7 and Series 66 licenses. Martin is registered with the state of North Carolina and is currently active in the state. Martin also has experience with IDS LIFE INSURANCE COMPANY. Martin's current firm, Ameriprise Financial Services, LLC, is a large firm with over $1 billion to $10 billion in assets under management. Ameriprise Financial Services, LLC offers a variety of financial services, including financial planning, portfolio management, and investment advisory 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
NC
12/31/2001 - Present
Ameriprise Financial Services, LLC (JAMESTOWN NC)
MN
09/19/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/29/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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