Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Katrein is a financial advisor with over 30 years of experience in the industry. Currently registered with PER Stirling Capital Management, LLC, Martin is focused on providing financial advice to individuals and businesses. Martin has a proven track record of success in building and managing portfolios for a variety of clients. Martin has a strong understanding of the financial markets and is committed to providing clients with personalized financial advice that meets their individual needs.
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.
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.
Promoter fees
1
2
TX
01/02/2018 - Present
PER Stirling Capital Management, LLC (AUSTIN TX)
TX
06/29/1993 - 10/02/2006
RHODES SECURITIES, INC. (ADDISON TX)
MI
06/30/1992 - 09/09/1992
COMERICA SECURITIES (DETROIT MI)
NA
04/03/1992 - 06/30/1992
COMERICA BROKERS, INC.
IL
10/26/1990 - 04/03/1992
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
09/27/1990 - 10/26/1990
MBANK CAPITAL MARKETS, INC.
NA
12/07/1988 - 09/05/1990
GRIFFIN FINANCIAL SERVICES
NA
06/03/1987 - 12/16/1988
LOWRY FINANCIAL SERVICES CORPORATION
NA
05/11/1983 - 08/22/1986
BALANCED FINANCIAL SECURITIES CORPORATION
NA
11/17/1981 - 04/29/1983
A. G. EDWARDS & SONS, INC.
BC
Issued 02/17/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Martin Katrein is the right advisor for you? Invested Better is here to help.
