Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Wasmer is a registered Investment Advisor Representative with Charles Schwab Investment Management, Inc.. Martin is also a board member for FineMark Holdings, Inc., Municipal Research Advisers, and W5 Properties. Martin is a Managing Member of WSC Realty Advisors LLC and a Trustee of the Elaine Nicpon Marieb Foundation. Martin has been a registered representative since 1983, when he worked for Miller & Schroeder Municipals, Inc. Martin holds Series 7, 63, and 65 licenses and specializes in providing portfolio management services to individuals, businesses, pooled investment vehicles, and investment companies. Martin has been with Charles Schwab since 2020.
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.
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.
Costs
1
2
CA
07/07/2020 - Present
Charles Schwab Investment Management, Inc. (SAN FRANCISCO CA)
NA
07/25/1994 - 11/11/1994
MCDONALD & COMPANY SECURITIES, INC.
NA
07/08/1993 - 05/12/1994
CROWN FINANCIAL ASSOCIATES, INC.
NA
02/24/1992 - 07/06/1993
FMC CAPITAL MARKETS, INC.
NA
04/04/1990 - 02/06/1991
USF&G INVESTMENT SERVICES, INC.
NA
07/26/1989 - 04/16/1990
F & G SECURITIES, INC.
NA
06/30/1988 - 04/19/1989
MARCOTTE HUME & ASSOCIATES INCORPORATED
NA
12/26/1984 - 07/16/1988
PAINEWEBBER INCORPORATED
NA
10/20/1983 - 12/26/1984
MILLER & SCHROEDER MUNICIPALS, INC.
IA
Issued 06/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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