Unclaimed
Martin Harper is a financial advisor with Kingsview Wealth Management, LLC and Broadway Financial Management LLC. Martin has over 10 years of experience in the financial industry. Martin's registration is active in New York and Martin has a strong track record of helping clients achieve their financial goals. Martin has a focus on helping individuals, high-net-worth individuals, corporations or other businesses, investment companies, charitable organizations and pension and profit sharing plans with their financial planning.
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.
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.
Strategic management for diversified investment portfolios.
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
NY
09/08/2021 - Present
Kingsview Wealth Management, LLC (Woodbury NY)
Active
Inactive
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