Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Rising is a registered representative with Innovation Partners LLC. Martin has been in the industry since 1991 and has experience with a variety of financial institutions. Martin is a Series 7 and Series 66 licensed individual. Martin's current firm provides consulting services to qualified retirement plans and specializes in financial planning, pension consulting and portfolio management for both individuals and businesses.
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.
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 services to qualified retirement plans
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.
Recurring fee
1
2
NC
10/07/2021 - Present
Innovation Partners LLC (CHARLOTTE NC)
AZ
10/31/2017 - 11/03/2021
PATRICK CAPITAL MARKETS, LLC (Paradise Valley AZ)
NE
09/25/2015 - 10/13/2017
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
CO
03/07/2014 - 08/27/2015
GENEOS WEALTH MANAGEMENT, INC. (ENGLEWOOD CO)
MO
12/21/2011 - 03/30/2012
PATRICK CAPITAL MARKETS, LLC (ST LOUIS MO)
NY
05/12/2006 - 12/23/2009
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
NJ
09/28/2000 - 07/02/2004
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
AZ
12/12/1996 - 10/05/1999
HERITAGE WEST SECURITIES, INC. (SCOTTSDALE AZ)
NY
03/23/1989 - 01/09/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
04/29/1982 - 03/28/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
BOTH
Issued 03/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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