Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Wasser is an investment advisor representative with Diversify Advisory Services, LLC. Martin has been in the industry since 1990 and has experience with both individual and business clients. Martin is a licensed California CPA, licensed California Insurance Broker, and a licensed California Real Estate Broker. In addition to the experience above, Martin holds the Series 6, 7, 63, 66, SIE, and 6TO securities licenses.
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.
A percentage of the total value of assets under management is charged.
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2
UT
09/05/2023 - Present
Diversify Advisory Services, LLC (SANDY UT)
CA
09/22/2014 - 11/08/2017
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (CALABASAS CA)
CA
06/30/2010 - 09/23/2014
SECURITIES AMERICA, INC. (CALABASAS CA)
CA
09/29/2008 - 04/29/2010
AFA FINANCIAL GROUP, LLC (CALABASAS CA)
TX
10/27/1998 - 09/15/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
NV
04/17/1995 - 12/31/1996
FINANCIAL WEST GROUP (RENO NV)
NY
05/03/1994 - 03/10/1995
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
11/19/1990 - 01/06/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/19/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 11/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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