Unclaimed
Martin McAlpin is a financial advisor who has been working in the industry since August 1998. Martin is currently registered with MML Investors Services, LLC and works out of their Minneapolis office. Martin has held previous registrations with Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Martin is a registered representative in Minnesota and Texas. Martin is also registered as an investment advisor representative in Minnesota and Texas. Martin has Series 6, 7, and 63 licenses and is also licensed in multiple states. Martin provides services in financial planning, asset allocation programs, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and 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.
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
MN
01/21/2015 - Present
MML Investors Services, LLC (Minneapolis MN)
MN
08/03/1998 - 06/12/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MENDOTA HTS MN)
MN
06/06/2013 - 06/06/2013
MML INVESTORS SERVICES, LLC (MINNEAPOLIS MN)
WI
08/03/1998 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 06/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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