Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Henry Ayotte is a financial professional with over 20 years of experience in the financial services industry. Martin is currently registered with LPL Financial LLC and holds a Series 7, Series 9, Series 24, Series 63, and Series 99TO licenses. Martin has previously been registered with CHARLES SCHWAB & CO., INC., TD AMERITRADE, INC., SCOTTRADE, INC., and FFP SECURITIES, INC. Martin is a dedicated financial professional with a strong commitment to providing exceptional client 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.
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.
Consulting and other non-discretionary advisory services
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.
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CA
03/04/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
TX
12/01/2022 - 01/10/2024
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NE
11/21/2017 - 12/20/2023
TD AMERITRADE, INC. (OMAHA NE)
MO
07/28/2005 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
MO
05/18/2001 - 07/06/2005
FFP SECURITIES, INC. (CHESTERFIELD MO)
BC
Issued 11/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/16/2016
Series 24 - General Securities Principal Examination
BC
Issued 03/04/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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