Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Klapp Green is a financial advisor with over 30 years of experience in the industry. Martin is currently registered as a Registered Representative and Investment Advisor Representative with Eagle Strategies LLC. Martin has previously worked with NYLIFE Securities LLC and New York Life Insurance Company. Martin is registered to provide investment advice in North Carolina, South Carolina and Virginia. Martin is also an insurance broker appointed with various outside insurance carriers for the purpose of brokering non-registered insurance products. Martin is a partner in two real estate partnerships which own commercial properties and/or land in Raleigh. Martin specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors and portfolio management for individuals.
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.
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.
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2
NC
12/31/2001 - Present
Eagle Strategies LLC (RALEIGH NC)
NY
10/10/1990 - 05/20/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 11/1/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/9/1990
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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