Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Halberg is an investment advisor with Independent Financial Partners. He has been in the industry since 1996 and has a wide range of experience, including financial planning, portfolio management, and pension consulting. Martin is licensed in several states and holds the Series 7, 6, 63, and 65 licenses, as well as the SIE. He is also a Certified Financial Planner. Martin is dedicated to providing his clients with personalized advice and helping them reach their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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 under advisement
1
2
GA
11/04/2021 - Present
Independent Financial Partners (ATLANTA GA)
GA
12/15/2010 - 05/23/2019
LPL FINANCIAL LLC (ATLANTA GA)
GA
12/17/2003 - 12/22/2010
EQUITY SERVICES, INC. (ATLANTA GA)
MA
04/29/1996 - 11/21/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 02/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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