Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Coursey is a financial professional with over 40 years of experience in the industry. Martin is currently registered as an Investment Advisor Representative with MML Investors Services, LLC. Martin is also registered as a Registered Representative in 23 states. Martin has a background in insurance and is a Chartered Financial Consultant and a Chartered Life Underwriter. Martin has been active in the financial services industry since May 1982.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CT
10/20/1999 - Present
MML Investors Services, LLC (FARMINGTON CT)
NA
05/12/1982 - 03/01/1996
G. R. PHELPS & CO., INC.
CT
05/04/1994 - 09/13/1995
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/11/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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