Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Carbaugh is a financial advisor registered with Concourse Financial Group Securities, Inc.. Martin has been a registered financial advisor for over 15 years. Martin is licensed to provide investment advice and sell securities in Florida, Indiana, North Carolina, and Ohio. Martin's experience includes working with a wide range of clients, including individuals, corporations, high net worth individuals, and pension and profit-sharing plans. Martin offers a variety of financial services, including financial planning, portfolio management, and investment advice. Martin's commitment to providing personalized service and helping clients reach their financial goals is evident in the many positive reviews he has received from his clients.
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.
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2
IN
06/19/2018 - Present
Concourse Financial Group Securities, Inc. (Fort Wayne IN)
IN
10/04/2013 - 06/19/2018
USA FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
IN
03/04/2011 - 09/09/2013
MML INVESTORS SERVICES, LLC (FORT WAYNE IN)
IN
07/18/2007 - 02/28/2011
ONEAMERICA SECURITIES, INC. (FORT WAYNE IN)
IN
07/30/2004 - 07/02/2007
EQUITRUST MARKETING SERVICES, LLC (FORT WAYNE IN)
MN
11/09/2001 - 07/07/2004
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
IA
Issued 06/15/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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