Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Mulligan is a financial advisor with over 30 years of experience in the industry. Martin has a strong background in financial planning and investment management, and is committed to providing personalized and tailored services to meet the unique needs of each client. Martin is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Martin is currently employed with Osaic Wealth, Inc. and holds a Series 7, 6, 22, 24, and 63. Martin has previously worked at SAGEPOINT FINANCIAL, INC. and FSC SECURITIES CORPORATION. Martin holds a Certified Financial Planner designation. Martin is dedicated 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.
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
FL
01/02/2025 - Present
Osaic Wealth, Inc. (SUN CITY CENTER FL)
FL
09/04/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SUN CITY CENTER FL)
KS
01/01/1996 - 09/11/2019
FSC SECURITIES CORPORATION (OVERLAND PARK KS)
MO
05/18/1994 - 01/01/1996
ANDOVER SECURITIES, INC. (KANSAS CITY MO)
BC
Issued 05/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/08/1995
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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