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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin patrick? Claim Your ProfileMartin patrick Kraft D'amico is a financial advisor who has been in the industry since 2016. Martin patrick is currently registered with LPL Financial LLC in Pennsylvania and Texas. Martin patrick has held previous registrations with Boenning & Scattergood, INC. in Pennsylvania and Intercarolina Financial Services, INC. in North Carolina. Martin patrick has passed the Series 66, Series 7 and SIE exams. Martin patrick is currently registered as an investment advisor representative in 35 states, including Pennsylvania and Texas. Martin patrick has experience providing a range of advisory services to individuals, businesses, pension and profit sharing plans, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
PA
02/01/2023 - Present
LPL Financial LLC (WEST CONSHOHOCKEN PA)
PA
09/07/2016 - 02/06/2023
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
NC
02/01/2016 - 08/04/2016
INTERCAROLINA FINANCIAL SERVICES, INC. (GREENSBORO NC)
BOTH
Issued 02/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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