Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Flahive is a financial advisor registered with Charles Schwab & Co., Inc. Martin has over 15 years of experience in the financial services industry, having previously worked with firms including UBS Financial Services Inc., 1st Global Capital Corp., and Fidelity Brokerage Services LLC. Martin currently holds active registrations with the Securities and Exchange Commission and FINRA. Martin is a Chartered Financial Analyst and holds a Series 3, Series 7TO, Series 7, Series 9, Series 10, Series 63, and Series 66. Martin specializes in providing financial planning and investment management services to individuals and families.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
06/23/2022 - Present
Charles Schwab & CO., Inc. (Grand Prairie TX)
TX
05/11/2015 - 12/14/2015
NFP ADVISOR SERVICES, LLC (ADDISON TX)
NJ
11/17/2003 - 10/01/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
TX
08/07/2002 - 08/28/2003
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
RI
10/13/1992 - 04/30/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NA
06/28/1991 - 03/10/1992
CHELSEA STREET SECURITIES, INC.
BC
Issued 10/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/27/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/05/2022
Series 3 - National Commodity Futures Examination
BC
Issued 10/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/14/2021
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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