Unclaimed
Martin Vanamen is a financial advisor registered with Centaurus Financial, Inc. with 35+ years of experience in the financial services industry. Martin has held previous positions with Ameriprise Financial Services, Inc., Paulson Investment Company, Inc., Investment Management Corporation, Wachovia Securities, Inc., U.S. Bancorp Piper Jaffray Inc., Dain Rauscher Incorporated, PaineWebber Incorporated and Fidelity Brokerage Services, Inc.. Martin holds Series 6, 7 and 63 securities licenses and Series 65 investment advisor licenses. Martin is a registered investment advisor representative in 12 states. Martin is available to provide financial advice to individuals, corporations, and other 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.
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.
A percentage of the total value of assets under management is charged.
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2
UT
01/15/2019 - Present
Centaurus Financial, Inc. (DRAPER UT)
UT
03/27/2018 - 12/19/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Draper UT)
UT
04/02/2012 - 04/20/2018
CENTAURUS FINANCIAL, INC. (DRAPER UT)
UT
11/01/2007 - 04/02/2012
PAULSON INVESTMENT COMPANY, INC. (DRAPER UT)
UT
11/22/2002 - 11/23/2007
INVESTMENT MANAGEMENT CORPORATION (DRAPER UT)
MO
11/09/2001 - 11/15/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
MN
04/09/1998 - 11/29/2001
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NY
03/02/1998 - 04/15/1998
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
10/05/1994 - 03/02/1998
DAIN RAUSCHER INCORPORATED
NJ
11/01/1989 - 10/26/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
RI
12/02/1987 - 11/15/1989
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 09/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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