Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Elliot Palais is a financial advisor with over 20 years of experience in the industry. Martin is currently registered with J.P. Morgan Securities LLC and is located in the Richmond branch office. Prior to joining J.P. Morgan, Martin has worked with a number of other firms including LPL Financial LLC, Key Investment Services LLC, Citigroup Global Markets Inc., CitiCorp Investment Services, David Lerner Associates, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Martin holds the Series 7, Series 63 and SIE licenses. Martin specializes in providing financial planning, pension consulting, and portfolio management services for both individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
VA
02/23/2016 - Present
J.p. Morgan Securities LLC (Richmond VA)
NY
09/02/2014 - 12/18/2015
LPL FINANCIAL LLC (YONKERS NY)
NY
05/15/2013 - 07/15/2014
KEY INVESTMENT SERVICES LLC (TARRYTOWN NY)
NY
05/29/2007 - 03/20/2013
CITIGROUP GLOBAL MARKETS INC. (WHITE PLAINS NY)
NY
02/21/2002 - 05/29/2007
CITICORP INVESTMENT SERVICES (WHITE PLAINS NY)
NY
10/16/2000 - 01/16/2002
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
MN
08/29/2000 - 10/02/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/29/2000 - 10/02/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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