Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Juergens is a financial advisor in Olympia, WA, with over 20 years of experience in the industry. Martin is an Investment Advisor Representative with Kiley Juergens Wealth Management, LLC, which provides investment guidance and management. Martin has a broad range of expertise in financial planning, pension consulting, and selection of other advisors. The advisor has a strong commitment to serving high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth.
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.
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
WA
02/28/2011 - Present
Kiley Juergens Wealth Management, LLC (OLYMPIA WA)
WA
12/28/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (OLYMPIA WA)
WA
02/08/2012 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (OLYMPIA WA)
WA
09/08/2009 - 02/10/2012
PACIFIC WEST SECURITIES, INC. (OLYMPIA WA)
WA
08/13/2007 - 09/28/2009
BIRCHTREE FINANCIAL SERVICES, INC. (OLYMPIA WA)
WA
12/18/2002 - 08/16/2007
CITIGROUP GLOBAL MARKETS INC. (OLYMPIA WA)
IA
Issued 01/08/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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