Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Stewart Schlissberg is a financial advisor with over 47 years of experience in the industry. Martin has a Series 24, Series 7TO, Series 63, Series 1 and Series 2 licenses. Martin is registered with LPL Financial LLC. He is a CERTIFIED FINANCIAL PLANNER™ professional. Martin is located in SOUTHFIELD, MI and has been with LPL Financial LLC since March 2005. Martin is also registered in Florida and Michigan. Prior to joining LPL Financial LLC, Martin was with FISCL SECURITIES, INC. and FIRST HERITAGE CORPORATION.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MI
04/16/2010 - Present
LPL Financial LLC (SOUTHFIELD MI)
MI
03/09/1989 - 10/28/2004
FISCL SECURITIES, INC. (WEST BLOOMFIELD MI)
NA
04/19/1983 - 07/25/1989
FIRST HERITAGE CORPORATION
NA
01/02/1975 - 04/18/1983
SAFECO SECURITIES, INC.
BC
Issued 07/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/1985
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/1974
Series 1 - Registered Representative Examination
BC
Issued 10/20/1969
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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