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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 Holt is a financial advisor with Empower Advisory Group, LLC. Martin has been in the financial services industry since April 2, 2000. Martin has a strong background in financial planning and portfolio management for individuals. Martin is registered with FINRA and the state of Colorado. Empower Advisory Group, LLC is a Registered Investment Advisor (RIA) based in Greenwood Village, CO. Empower Advisory Group provides financial planning, portfolio management and educational seminars for individuals, families, corporations, trusts, and charitable organizations. Empower Advisory Group has offices in Greenwood Village and Highlands Ranch.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
CO
08/01/2019 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CO
08/15/2018 - 02/13/2019
J.P. MORGAN SECURITIES LLC (GREENWOOD VILLAGE CO)
CO
10/13/2014 - 03/08/2018
SCOTTRADE, INC. (CENTENNIAL CO)
CO
06/19/2008 - 02/06/2013
SCOTTRADE, INC. (LITTLETON CO)
TX
03/03/1999 - 02/11/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
03/26/1998 - 10/21/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MN
05/29/1997 - 03/09/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/29/1997 - 03/09/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/20/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1998
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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