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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 Streetman is a financial advisor with over 24 years of experience in the industry. Martin holds a Series 63 and Series 65 license and is a Certified Financial Planner. Martin currently works at LPL Financial LLC and is a registered representative for the firm in Colorado. Martin also has a registration as an Investment Advisor Representative for LPL Financial LLC in Texas. In addition to LPL Financial LLC, Martin is also a registered Investment Advisor Representative for Western Wealth Management LLC in Colorado and Texas. Martin has previously worked at UBS Financial Services Inc. and Piper Jaffray & Co. Martin has experience with various investment products and services and can help individuals and businesses with their financial planning needs.
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.
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2
CO
11/03/2024 - Present
LPL Financial LLC (GRAND JUNCTION CO)
CO
08/12/2006 - 07/31/2008
UBS FINANCIAL SERVICES INC. (DENVER CO)
CO
02/24/1999 - 08/12/2006
PIPER JAFFRAY & CO. (BOULDER CO)
BC
Issued 02/22/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 02/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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