Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Byrne is a financial advisor at Rockefeller Financial LLC in Hamilton, NJ. Martin has been in the industry since 2011 and has experience working with Lincoln Financial Securities Corporation, Lincoln Financial Advisors Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Martin holds Series 7, 24, 52, 53, 66, and 99 licenses and is registered to provide investment advice in all states. Martin Byrne has a deep understanding of the financial markets and is committed to providing his clients with personalized advice and service.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NJ
07/28/2021 - Present
Rockefeller Financial LLC (HAMILTON NJ)
NH
05/18/2015 - 07/12/2018
LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)
PA
09/12/2014 - 07/12/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (PHILADELPHIA PA)
NJ
03/14/2011 - 09/12/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 11/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/13/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 07/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Martin Byrne is the right advisor for you? Invested Better is here to help.
