Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin James is an investment advisor representative with Modern Wealth Management, LLC, with a focus on financial planning. Martin has been in the industry since 1984. Martin James has a broad range of experience, having worked with several financial institutions. Martin is registered with the state of Indiana. Martin's firm, Modern Wealth Management, LLC, is headquartered in Lenexa, Kansas and has a branch location in Mooresville, Indiana.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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2
IN
10/16/2023 - Present
Modern Wealth Management, LLC (MOORESVILLE IN)
IN
08/04/2009 - 10/13/2023
WORLD EQUITY GROUP, INC. (MOORESVILLE IN)
IN
11/16/2005 - 08/06/2009
INVEST FINANCIAL CORPORATION (MOORESVILLE IN)
MA
03/31/1999 - 12/16/2005
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
02/20/1998 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
02/07/1984 - 01/31/1986
ROBERT W. BAIRD & CO. INCORPORATED
NA
02/22/1983 - 11/26/1984
NML EQUITY SERVICES, INC.
IA
Issued 08/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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