Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Stephen Bodner is a financial advisor with over 30 years of experience in the industry. Martin has been actively registered with the state of Rhode Island since 2021. Martin is a Registered Representative of LPL Financial and an Investment Advisor Representative of Integrated Wealth Concepts LLC. Martin is able to offer a variety of services including financial planning, portfolio management for individuals and selection of other advisors. Martin works with a variety of clients including corporations, high net worth individuals, 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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
RI
07/12/2021 - Present
Integrated Wealth Concepts LLC (LINCOLN RI)
CT
01/25/1990 - 07/12/2021
COBURN & MEREDITH, INC. (SIMSBURY CT)
NA
10/06/1989 - 02/14/1990
J. T. MORAN & CO., INC.
MA
03/02/1988 - 10/25/1989
CAMBRIDGE-NEWPORT COMPANY (THE) (SPRINGFIELD MA)
NA
09/27/1983 - 03/23/1988
WADDELL & REED, INC.
IA
Issued 01/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/26/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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