Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Martorana is a financial advisor with over 20 years of experience in the industry. Martin is currently registered with Fidelity Personal and Workplace Advisors as a registered representative and investment advisor. Before joining Fidelity Personal and Workplace Advisors, Martin has worked with various other financial firms like International Assets Advisory, LLC, DFPG Investments, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC Of America Investment Services, Inc., TD Ameritrade, Inc., and Fidelity Brokerage Services LLC. Martin holds various licenses and certifications, including Series 7, 6, 9, 10, 24, 63, and 65. Martin specializes in working with high-net-worth individuals, corporations or businesses, individuals other than high-net-worth, and pension and profit-sharing plans. Martin can provide a wide range of financial services, including financial planning, educational seminars, selection of other advisors, portfolio management for businesses, 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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
09/12/2022 - Present
Fidelity Personal AND Workplace Advisors (HOUSTON TX)
CA
05/02/2019 - 11/12/2019
INTERNATIONAL ASSETS ADVISORY, LLC (CALABASAS CA)
CA
04/30/2018 - 12/31/2018
DFPG INVESTMENTS, INC. (Calabasas CA)
CA
10/23/2009 - 04/30/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTLAKE VILLAGE CA)
CA
08/17/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LOS ANGELES CA)
CA
02/16/2006 - 12/04/2006
TD AMERITRADE, INC. (BEVERLY HILLS CA)
RI
03/23/1994 - 03/07/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 09/06/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/11/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/31/2008
Series 24 - General Securities Principal Examination
BC
Issued 05/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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