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Martin Sloan

Alight Financial Solutions, LLC

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About Martin Sloan

Martin Sloan is a financial professional with Alight Financial Solutions, LLC. Martin has been in the industry for 315 days as of May 19, 2024. Martin is registered with FINRA and is currently licensed to sell Investment Company Products/Variable Contracts. Martin has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination.

Firm Information

Martin Sloan is currently registered with Alight Financial Solutions, LLC. Alight Financial Solutions, LLC is a Limited Liability Company formed in April 1994. The firm is registered with the SEC and in all 52 states.

Not reported

Assets Under Management

Not reported

Total Clients

53

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Martin Sloan’s Registration & Firm History

NC

05/20/2024 - Present

Alight Financial Solutions, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 05/20/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/24/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Martin Sloan.
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