Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Aspin is a financial advisor with Lido Advisors, LLC. Martin has been in the financial services industry for over 10 years and has a strong track record of success. Martin is a Certified Financial Planner™ and holds the Series 7 and Series 66 licenses. Martin has experience providing financial advice to individuals, families, and businesses. Martin is committed to helping clients achieve their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
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
GA
10/29/2024 - Present
Lido (Atlanta GA)
GA
06/27/2018 - 06/14/2024
LPL FINANCIAL LLC (ATLANTA GA)
GA
08/11/2015 - 08/11/2016
FIDELITY BROKERAGE SERVICES LLC (ATLANTA GA)
GA
12/03/2013 - 07/20/2015
KALOS CAPITAL, INC. (ALPHARETTA GA)
GA
01/17/2012 - 10/09/2012
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
06/17/2010 - 12/31/2011
THRIVENT INVESTMENT MANAGEMENT INC. (LAWRENCEVILLE GA)
BOTH
Issued 06/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Martin Aspin is the right advisor for you? Invested Better is here to help.
