Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Czerwonka is a financial advisor with over 20 years of experience in the industry. Martin currently works at Schwab Wealth Advisory, Inc., located in Phoenix, Arizona. Prior to joining Schwab Wealth Advisory, Inc., Martin was with USAA Investment Services Company, also located in Phoenix. Martin is licensed to provide investment advice in multiple states and holds a variety of professional designations. Martin specializes in providing financial planning, portfolio management for businesses, 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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
AZ
12/26/2023 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
AZ
06/08/2020 - 06/21/2022
USAA INVESTMENT SERVICES COMPANY (Phoenix AZ)
AZ
08/31/2007 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
06/22/2007 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
TX
10/01/2001 - 08/03/2005
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
PA
08/28/2000 - 08/14/2001
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 01/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/02/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/31/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/08/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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