Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Latchaw is a financial advisor with over 20 years of experience in the industry. Martin is registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since September 2016. Martin has a Series 63, Series 7, and SIE license. Martin is also a Certified Financial Planner. In addition to his work with Cambridge, Martin also has experience as a CPA. He is a member of the Eaton Community Health Board of Directors and serves as Treasurer of the Community Foundation. Martin is dedicated to providing his clients with personalized financial advice and guidance.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
09/26/2016 - Present
Cambridge Investment Research Advisors, Inc. (Charlotte MI)
MI
01/08/2001 - 10/07/2016
HD VEST INVESTMENT SERVICES (CHARLOTTE MI)
BC
Issued 01/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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