Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin McCann is a financial professional with over 25 years of experience in the industry. Martin is currently registered with Brokers International Financial Services, LLC, and has previously been registered with OneAmerica Securities, Inc., American United Life Insurance Company, Pruco Securities Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. Martin is a licensed investment advisor representative and holds several professional licenses, including Series 7, Series 24, Series 63, and Series 65. Martin provides a variety of services to individuals, corporations, and charitable organizations, including portfolio management, financial planning, educational seminars, and publication of periodicals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Percentage of assets managed by third-party advisor firms
1
2
IA
11/16/2018 - Present
Brokers International Financial Services, LLC (URBANDALE IA)
CA
10/20/2004 - 11/16/2018
ONEAMERICA SECURITIES, INC. (FRESNO CA)
IN
04/29/2004 - 05/20/2004
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
10/18/2000 - 07/11/2003
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
10/18/2000 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
NJ
06/12/1998 - 09/22/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
05/09/1994 - 03/26/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/09/1994 - 03/26/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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