Unclaimed
Marty Daniel Host is a financial advisor in Browerville, Minnesota. Marty has over 25 years of experience in the financial industry, having been registered with the state of Minnesota since 1996. Marty currently holds licenses and registrations with Cetera Investment Advisers LLC and Cetera Advisor Networks LLC. Marty specializes in retirement planning, investment management, and insurance services.
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.
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.
1
2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (BROWERVILLE MN)
MN
05/03/2010 - 12/02/2022
COUNTRY CAPITAL MANAGEMENT COMPANY (BROWERVILLE MN)
MN
03/29/2000 - 04/20/2010
CUNA BROKERAGE SERVICES, INC. (MELROSE MN)
MN
04/02/1996 - 03/20/2000
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
IA
Issued 2/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 1/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/1/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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