Unclaimed
Martin Jay Murrell is a financial advisor with Cetera Investment Advisers LLC in WILTON, IA. Martin has been in the financial industry since 1997 and has experience in providing financial advice to individuals, corporations, and other businesses. Martin is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7 and Series 63 licenses. Martin also provides life and health insurance services through AdvisorNet Insurance and has experience in providing financial advice at DeWitt Bank & Trust Co.
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 (WILTON IA)
MN
06/20/1997 - 10/02/2000
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BC
Issued 7/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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