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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 Weber is an investment advisor representative with UBS Financial Services Inc. Martin has been in the industry since 1984 and is registered in multiple states including New York, Texas, and Oregon. Martin previously worked for CITIGROUP GLOBAL MARKETS INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Martin is a Series 63 and 65 licensed advisor and holds the Series 7, 15, and SIE licenses. Martin specializes in retirement planning, investment strategies, portfolio management, and 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.
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.
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.
See schedule d - miscellaneous
1
2
OR
09/29/2014 - Present
UBS Financial Services Inc. (PORTLAND OR)
OR
02/05/1990 - 01/29/2008
CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)
NY
10/26/1984 - 02/07/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
08/21/1984 - 11/02/1984
RADFORD CAPITAL CORPORATION
IA
Issued 08/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1988
Series 15 - Foreign Currency Options Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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