Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Kulesza is a financial advisor in Las Vegas, Nevada with over 16 years of experience in the financial services industry. Martin Kulesza is currently registered with LPL Financial LLC. Previously, Martin Kulesza was registered with Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., and WM Financial Services, Inc. Martin Kulesza holds Series 7, 9, 10, 55, 63 and 65 licenses and is registered in Nevada. Martin Kulesza provides financial planning 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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NV
06/15/2018 - Present
LPL Financial LLC (LAS VEGAS NV)
CA
10/09/2015 - 04/18/2018
MORGAN STANLEY (WOODLAND HILLS CA)
CA
02/06/2015 - 10/02/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
CA
06/01/2009 - 02/23/2015
MORGAN STANLEY (WOODLAND HILLS CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WOODLAND HILLS CA)
CA
01/22/2007 - 04/02/2007
MORGAN STANLEY DW INC. (WOODLAND HILLS CA)
CA
05/20/2006 - 01/08/2007
UBS FINANCIAL SERVICES INC. (WOODLAND HILLS CA)
CA
08/24/2005 - 04/28/2006
WM FINANCIAL SERVICES, INC. (VAN NUYS CA)
FL
11/24/2003 - 07/22/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
12/07/1999 - 02/13/2002
ELECTRONIC TRADING GROUP, LLC (NEW YORK NY)
IA
Issued 11/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/30/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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