Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Nielsen is a financial advisor with Tucker Asset Management LLC. Martin has over 20 years of experience in the financial industry. Martin has a broad range of experience and expertise. Martin is a Chartered Financial Consultant, and holds both Series 65 and Series 63 licenses. Martin provides a variety of financial advisory services, including financial planning and portfolio management for individuals. Martin has worked with several firms, including LPL Financial LLC, APW Capital, Inc., and Purshe Kaplan Sterling Investments. Martin is committed to providing clients with the highest level of personalized service.
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.
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.
A percentage of the total value of assets under management is charged.
Shares in fees paid to third party investment advisers
1
2
CO
01/11/2024 - Present
Tucker Asset Management LLC (LITTLETON CO)
NJ
01/02/2019 - 01/02/2024
APW CAPITAL, INC. (Hillsborough NJ)
NJ
05/02/2016 - 12/31/2018
PURSHE KAPLAN STERLING INVESTMENTS (Bridgewater NJ)
NJ
09/07/2012 - 05/02/2016
LPL FINANCIAL LLC (BRIDGEWATER NJ)
NJ
07/18/2003 - 09/10/2012
FINANCIAL WEST GROUP (HILLSBOROUGH NJ)
WI
11/23/1998 - 07/21/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
12/17/1997 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 12/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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