Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Smulison is a financial advisor with Lincoln Investment. Martin has been in the industry since March 1984 and holds licenses to provide securities and investment advisory services in Arizona, California, District of Columbia, Florida, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Vermont, and Virginia. Martin is also a Certified Financial Planner. Prior to joining Lincoln Investment, Martin was a Registered Representative for Legend Equities Corporation and Legend Capital Corporation. Martin provides financial planning and investment advisory services to individuals, businesses, and high net worth individuals.
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.
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.
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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NY
03/25/2021 - Present
Lincoln Investment (OCEANSIDE NY)
NY
01/01/1994 - 01/03/2017
LEGEND EQUITIES CORPORATION (OCEANSIDE NY)
FL
03/22/1984 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
BC
Issued 04/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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