Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Webb Koonce is an investment advisor representative with Csenge Advisory Group, LLC. Martin has been in the financial services industry since 2023. Martin is registered with the state of Tennessee as a Registered Investment Advisor (IA). Martin has passed the Series 7TO, Series 66 and SIE exams. Martin specializes in Asset Allocation Services, Financial Planning, Pension Consulting, Selection of Other Advisers, and Portfolio Management for Individuals.
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.
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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FL
08/16/2024 - Present
Csenge Advisory Group, LLC (CLEARWATER FL)
BOTH
Issued 07/27/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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