Unclaimed
Martin Murrell is a financial advisor with Cetera Investment Advisers LLC. Martin has been in the financial services industry since June 1997. Martin holds Series 63, Series 7, and SIE licenses. Martin is registered with FINRA and the state of Iowa. Martin's specializations include insurance, annuities, and investment products and services. Martin is a licensed Notary Public and serves as a financial advisor and insurance officer at DeWitt Bank & Trust Co. Martin also serves as Treasurer for the Clinton County Conservation Foundation.
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
IA
06/29/2023 - Present
Cetera Investment Advisers LLC (DEWITT IA)
MN
06/20/1997 - 10/02/2000
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BC
Issued 07/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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