Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marty? Claim Your ProfileMarty Mecham has been in the financial industry since September 26, 1988. Marty is currently registered with Fidelity Personal And Workplace Advisors, where Marty is a Registered Representative. Before that, Marty was registered with MORGAN STANLEY, WELLS FARGO ADVISORS, LLC, and AMERIPRISE FINANCIAL SERVICES, INC., among other firms.
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
UT
04/16/2019 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
01/15/2013 - 11/19/2018
MORGAN STANLEY (SOUTH JORDAN UT)
UT
12/07/2011 - 12/20/2012
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
UT
10/05/2009 - 11/16/2011
AMERIPRISE FINANCIAL SERVICES, INC. (MIDVALE UT)
UT
03/13/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (MIDVALE UT)
UT
03/25/1988 - 03/18/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SALT LAKE CITY UT)
IA
Issued 03/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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