Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Edward Plecinoga is an Investment Advisor Representative at Gallagher Fiduciary Advisors, LLC, which has its main office located in Rolling Meadows, Illinois. Martin has been a registered representative since December 1996, holding a Series 7 and Series 63 license. In addition, Martin has a Series 65 license and holds a current registration as an Investment Advisor Representative in Massachusetts. Martin has extensive experience in the financial services industry, having worked with several firms over the years, including Triad Advisors, Independent Financial Group, LLC, and National Planning Corporation. Martin is dedicated to providing comprehensive financial planning and investment advisory services to individuals, businesses, and retirement 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.
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.
See schedule d misc. for explanation
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
MA
07/26/2023 - Present
Gallagher Fiduciary Advisors, LLC (Wakefield MA)
MA
07/20/2023 - 08/23/2024
TRIAD ADVISORS LLC (Wakefield MA)
MA
11/02/2017 - 07/14/2023
INDEPENDENT FINANCIAL GROUP, LLC (Wakefield MA)
MA
10/02/2007 - 11/10/2017
NATIONAL PLANNING CORPORATION (WAKEFIELD MA)
MA
12/17/1996 - 10/08/2007
SECURITIES AMERICA, INC. (WAKEFIELD MA)
IA
Issued 06/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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