Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Richard Meier is an investment advisor representative with over 40 years of experience in the financial industry. Martin is currently registered with LPL Financial LLC, which is a large financial services company with over $463 billion in regulatory assets under management. Prior to joining LPL Financial, Martin was employed by Morgan Stanley DW INC. for 22 years. Martin specializes in offering financial planning, portfolio management, and consulting services to a wide range of clients, including high-net-worth individuals, corporations, 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.
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CA
12/16/2003 - Present
LPL Financial LLC (CITRUS HEIGHTS CA)
NY
12/24/1981 - 12/17/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 01/12/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 12/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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