Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Coren is a financial advisor with over 35 years of experience in the industry. Martin is currently registered with Cetera Investment Advisers LLC and has previously worked at firms such as North Ridge Securities Corp., Essex National Securities, Inc., and ABN AMRO Investment Services, Inc. Martin holds Series 7 and Series 63 licenses and has a broad range of experience in providing financial planning, investment, and insurance services to individuals, families, and businesses. Martin is committed to helping clients achieve their financial goals through personalized advice and tailored strategies.
Plainview, NY
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.
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.
1
2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (Plainview NY)
NY
04/24/1996 - 02/01/2019
NORTH RIDGE SECURITIES CORP. (Plainview NY)
CA
02/11/1994 - 07/13/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IL
11/10/1993 - 06/23/1995
ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
12/18/1985 - 12/31/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
12/18/1985 - 12/31/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
09/04/1984 - 01/31/1985
INVESTORS CENTER INCORPORATED
NA
02/22/1984 - 08/13/1984
BLINDER, ROBINSON & CO.,INC.
NA
10/19/1983 - 11/18/1983
BLINDER, ROBINSON & CO.,INC.
BC
Issued 12/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Martin Coren is the right advisor for you? Invested Better is here to help.
