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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 Minder is a financial advisor with over 20 years of experience in the industry. Martin currently works with LPL Financial LLC and Wealthcare Advisory Partners LLC. Martin has been registered with FINRA since 1997. He is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT. Martin holds Series 63, Series 65, Series 7, and SIE licenses and is registered in 15 states. Martin has specialized in working with individuals, families, corporations, investment clubs, and retirement plans.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
09/20/2012 - Present
LPL Financial LLC (HORSHAM PA)
PA
06/05/2008 - 09/18/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (KING OF PRUSSIA PA)
PA
10/17/2002 - 06/06/2008
PRINCOR FINANCIAL SERVICES CORPORATION (CONSHOHOCKEN PA)
DE
05/20/1999 - 10/24/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MN
04/23/1997 - 08/19/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/23/1997 - 08/19/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/23/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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