Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Zachary Zinser is a financial advisor with over 20 years of experience in the industry. Martin currently works with Silver Oak Securities, Inc., a firm with a strong track record of providing financial guidance to individuals and businesses. Martin is a registered representative in Kentucky, Indiana, Florida, Georgia, Ohio, South Carolina, and Virginia. Martin holds the Series 6, Series 63, and SIE licenses, demonstrating Martin’s commitment to providing professional and reliable financial advice to clients. Martin offers portfolio management services, financial planning, and selection of other advisors. Martin is known for his dedication to helping clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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KY
10/31/2005 - Present
Silver OAK Securities, Inc. (LOUISVILLE KY)
CO
12/20/2001 - 11/07/2005
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
IL
07/16/2001 - 12/20/2001
RICHARD B. VANCE & COMPANY (JOLIET IL)
BC
Issued 03/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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