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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martina? Claim Your ProfileMartina Schackman is a financial advisor with Benefit Financial Services Group. Martina has over 20 years of experience in the financial services industry. Martina is a Certified Financial Planner and a Chartered Financial Analyst. Martina is registered with the state of California and Nevada.
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.
Credit and cash management solutions, insurance solutions
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.
A percentage of assets under consultation
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2
NV
12/15/2022 - Present
Benefit Financial Services Group (Reno NV)
CA
01/01/2012 - 03/27/2019
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (IRVINE CA)
CA
01/19/2005 - 12/31/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (IRVINE CA)
AZ
03/12/1996 - 12/15/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CO
06/07/1995 - 10/04/1995
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
CA
06/01/1992 - 06/08/1995
BARABAN SECURITIES, INC. (LOS ANGELES CA)
BC
Issued 12/28/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/22/2002
Series 4 - Registered Options Principal Examination
BC
Issued 02/03/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/29/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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