Unclaimed
Marty Nanne has been in the financial industry for over 30 years. Marty is an investment advisor representative with Kestra Advisory Services, LLC and is also a registered representative with Kestra Investment Services, LLC. Marty is registered in several states including Minnesota, Arizona, California, Connecticut, Delaware, Florida, Illinois, Indiana, Iowa, Louisiana, Nevada, New Jersey, North Dakota, Tennessee, Washington, Wisconsin, and Wyoming. Marty specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Marty has extensive experience in the financial services industry and is committed to providing his clients with the highest level of personalized service.
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.
1
2
MN
04/18/2016 - Present
Kestra Advisory Services, LLC (Plymouth MN)
CT
12/22/1999 - 01/04/2006
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
AZ
11/01/1995 - 12/22/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
08/02/1993 - 11/08/1995
MUTUAL SERVICE CORPORATION (BOSTON MA)
MN
11/24/1992 - 08/06/1993
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 12/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Marty Nanne is the right advisor for you? Invested Better is here to help.