Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Wilhelmy is a financial advisor with over 20 years of experience in the industry. Martin has worked with Wells Fargo Clearing Services, LLC since December 2018. Prior to joining Wells Fargo, Martin worked with UBS Financial Services Inc. and Fifth Third Securities, Inc. Martin is licensed to offer securities and investment advice in multiple states including Ohio, Texas and others. Martin is also a member of the Investment Committee for Ohio Valley Voices and a Finance Committee Member for Old St. Mary's Church.
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.
Investment consulting services to institutional clients
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
OH
12/07/2018 - Present
Wells Fargo Clearing Services, LLC (CINCINNATI OH)
OH
03/17/2011 - 12/12/2018
UBS FINANCIAL SERVICES INC. (CINCINNATI OH)
OH
01/06/2005 - 03/30/2011
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
VT
10/14/2003 - 01/10/2005
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
09/18/2002 - 10/03/2003
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 09/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2012
Series 3 - National Commodity Futures Examination
BC
Issued 09/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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