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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Chiu is a financial advisor based in Scottsdale, Arizona. Martin is associated with United Planners' Financial Services Of America A Limited Partner. Martin has been in the industry since 1988. Martin holds multiple licenses, including Series 7, 22, 24, 63 and 65. Martin has worked for multiple firms in the past, including Mutual Service Corporation, Titan/Value Equities Group, Inc., and Waddell & Reed, Inc. Martin provides financial planning, pension consulting, and portfolio management services to individuals and businesses.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
03/10/2000 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
MA
03/31/1999 - 01/14/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
05/08/1991 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
KS
05/26/1988 - 05/08/1991
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 12/17/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/25/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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