Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Friel is a financial advisor with Ameriprise Financial Services, LLC. Martin has been in the financial services industry since January 13, 2005. Martin has a Series 66, Series 7 and SIE license. Martin has been registered with Ameriprise Financial Services, LLC since March 2020 and has a branch office in St. Charles, Illinois and Geneva, Illinois. Martin provides asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals. Martin serves clients such as trusts/estates, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Martin is also a board member for Friel and a board member for Tri-Cities Soccer Association.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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IL
09/07/2023 - Present
Ameriprise Financial Services, LLC (St Charles IL)
MN
01/14/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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