Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Walcoe is a financial advisor at David Lerner Associates, Inc. Martin has been in the industry since November 1986, and is registered to conduct securities business in 26 states. Martin is a registered principal with Series 24 license, and holds the Series 7, Series 63 and SIE licenses.
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.
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.
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NY
01/02/1996 - Present
David Lerner Associates, Inc. (SYOSSET NY)
NY
11/25/1986 - 12/31/1995
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
BC
Issued 12/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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