Unclaimed
Martin Grattan is a financial professional with over 30 years of experience in the industry. Martin has a strong background in investment company products and variable contracts, having obtained his Series 6 license in 1993. He is also a licensed securities agent, having passed the Series 63 exam in 1993. Martin's professional journey has included stints at prominent financial institutions such as New England Securities, Vestax Securities Corporation, INVEST Financial Corporation, and LPL FINANCIAL LLC. Currently, Martin is associated with Kestra Investment Services, LLC.
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.
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.
1
2
MI
05/05/2022 - Present
Kestra Investment Services, LLC (Troy MI)
MI
02/14/2018 - 05/18/2022
LPL FINANCIAL LLC (TROY MI)
MI
05/01/2003 - 02/14/2018
INVEST FINANCIAL CORPORATION (TROY MI)
OH
06/27/1994 - 05/12/2003
VESTAX SECURITIES CORPORATION (HUDSON OH)
NY
04/21/1993 - 06/27/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
OH
02/08/1993 - 04/22/1993
VESTAX SECURITIES CORPORATION (HUDSON OH)
BC
Issued 02/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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