Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Nadeau is a financial advisor at United Planners' Financial Services of America a Limited Partner in Wallingford, Connecticut. Martin has been working in the financial industry since August 10, 2000. Martin holds the Series 7, Series 24, Series 63 and SIE licenses. He is also a Certified Financial Planner. Martin's specialties include Retirement Planning, Education Planning, and Estate Planning. Martin provides financial planning services to individuals and families, as well as to businesses.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
1
2
CT
08/07/2020 - Present
United Planners' Financial Services OF America A Limited Partner (Wallingford CT)
CT
07/17/2020 - 08/10/2020
SECURITIES AMERICA, INC. (WALLINGFORD CT)
CT
08/11/2000 - 07/17/2020
INVESTACORP, INC. (WALLINGFORD CT)
BC
Issued 08/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Martin Nadeau is the right advisor for you? Invested Better is here to help.
