Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Madden is a financial professional with over 19 years of experience in the industry. Martin is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Maine and Texas. Martin has a wide range of experience in providing financial advice to a variety of clients, including individuals, corporations, charitable organizations, insurance companies, pension and profit sharing plans, state or municipal government entities, and high net worth individuals. Martin holds the Series 63, Series 65, Series 7 and SIE licenses. Martin is also a board member and treasurer of the Southern Maine Community College 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
ME
12/11/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PORTLAND ME)
BC
Issued 09/18/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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