Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin McNees is a registered representative with Madison Avenue Securities, LLC. Martin McNees has been in the industry since October 10, 1999. The firm is based in San Diego, CA, and offers a range of financial services, including financial planning, portfolio management, and pension consulting. Martin McNees is licensed to offer investment advice in 46 states and the District of Columbia. Martin McNees has been with Madison Avenue Securities, LLC since June 2005. Prior to that, Martin McNees worked at Foresters Equity Services, Inc. in San Diego, CA. and Fortis Investors, Inc. in Oakdale, MN. Martin McNees is a highly experienced financial advisor with a strong track record of success.
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.
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.
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2
CA
03/25/2009 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
CA
09/22/1999 - 06/14/2005
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
MN
01/11/1999 - 07/14/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 09/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2008
Series 24 - General Securities Principal Examination
BC
Issued 05/08/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/01/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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