Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Mancuso is a financial advisor with over 50 years of experience in the industry. Martin is currently registered with LPL Financial LLC and has a Series 7TO, SIE, and Series 1 license. Martin holds a Series 24 and a Series 63 license. Martin has held previous roles at Cambridge Investment Research, Inc., Raymond James Financial Services, Inc., and FSC Securities Corporation. Martin is a Chartered Financial Consultant and specializes in financial planning, investment management, and retirement planning. Martin is a member of the Financial Industry Regulatory Authority (FINRA). Martin's office is located in Wexford, Pennsylvania.
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.
1
2
PA
05/03/2023 - Present
LPL Financial LLC (Wexford PA)
PA
01/14/2022 - 05/05/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Wexford PA)
PA
08/10/2015 - 01/22/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (WEXFORD PA)
NC
01/13/2009 - 08/25/2015
LPL FINANCIAL LLC (CORNELIUS NC)
PA
02/27/1985 - 01/13/2009
FSC SECURITIES CORPORATION (WEXFORD PA)
MA
07/30/1993 - 12/31/1994
MANEQUITY, INC. (BOSTON MA)
NA
02/14/1984 - 03/04/1985
CARDELL & ASSOCIATES, INCORPORATED
NA
07/13/1971 - 02/06/1984
CIGNA SECURITIES, INC.
BC
Issued 05/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/1989
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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