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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Lefty is a financial advisor at Ameriprise Financial Services, LLC, where has been employed since March 2020. Martin has been in the financial services industry since April 1982, and holds licenses in both the brokerage and investment advisory fields. Martin has a wide range of experience and expertise in serving individual investors, business owners, and institutional clients. Martin is a Registered Representative of Ameriprise Financial Services, LLC, and an Investment Advisor Representative of Ameriprise Financial Services, Inc.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
IL
02/05/2024 - Present
Ameriprise Financial Services, LLC (Barrington IL)
IL
02/16/2007 - 06/22/2015
WELLS FARGO ADVISORS, LLC (OAK BROOK IL)
IL
02/07/1990 - 02/27/2007
H&R BLOCK FINANCIAL ADVISORS, INC. (OAKBROOK TERRACE IL)
NA
10/10/1989 - 01/23/1990
PRESCOTT, BALL & TURBEN, INC.
IL
04/18/1989 - 10/26/1989
RODMAN & RENSHAW INC. (CHICAGO IL)
NA
07/08/1985 - 04/12/1989
SHEARSON LEHMAN HUTTON INC.
NA
04/05/1982 - 07/11/1985
BOETTCHER & COMPANY, INC.
IA
Issued 09/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/30/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/13/1991
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1986
Series 3 - National Commodity Futures Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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