linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Martin Patrick Roche

Russell Investments

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Martin? Claim Your Profile

About Martin Patrick Roche

Martin Roche is a financial advisor with Russell Investments. Martin has been in the financial industry since 2014 and is registered with the state of Washington. Martin is a Series 7 and Series 66 licensed professional and also holds the Securities Industry Essentials Examination. Martin has previous experience with Thornburg Securities Corporation.

Firm Information

Martin Roche is currently registered with Russell Investments. Russell Investments is a Seattle-based investment firm with over $5 trillion in regulatory assets under management. They provide portfolio management services for individuals, businesses, investment companies, pooled investment vehicles, and pension plans. They also offer selection of other advisors and pension consulting.
Russell Investments

1301 SECOND AVENUE

SEATTLE, WA 98101

$52.48B

Assets Under Management

Not reported

Total Clients

71

Total Financial Advisors

Services Offered

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

% of revenue/intracompany agrmts and % of assets/advsmt

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Martin Roche’s Registration & Firm History

WI

11/05/2015 - Present

Russell Investments (Milwaukee WI)

NM

03/17/2014 - 10/12/2015

THORNBURG SECURITIES CORPORATION (SANTA FE NM)

Not sure if Martin Patrick Roche is right for you?

Licenses & Designations

BOTH

Issued 04/23/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Martin Patrick Roche.
Not sure if Martin Patrick Roche is right for you?