Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Flanagan Shea is a financial professional with over 16 years of experience in the industry. Martin is currently registered with Stifel, Nicolaus & Company, Inc. in Memphis, TN. Prior to this role, Martin held positions at Vining-Sparks IBG, LLC, ICBA Securities, and FTN Financial Securities Corp. Martin holds multiple licenses including Series 7, 24, 62, 63, 79TO, 87, 99TO, and SIE. Martin specializes in providing financial planning, portfolio management, and investment advisory services to a variety of clients, including individuals, businesses, and institutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
TN
04/22/2022 - Present
Stifel, Nicolaus & Company, Inc. (MEMPHIS TN)
TN
08/15/2008 - 11/29/2023
VINING-SPARKS IBG, LLC (MEMPHIS TN)
TN
08/18/2008 - 09/17/2020
ICBA SECURITIES (MEMPHIS TN)
TN
05/01/2007 - 08/11/2008
FTN FINANCIAL SECURITIES CORP (MEMPHIS TN)
BC
Issued 03/16/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2014
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Martin Shea is the right advisor for you? Invested Better is here to help.
