Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marty? Claim Your ProfileMarty Monahan is a financial advisor with over 15 years of experience in the industry. Marty is a CERTIFIED FINANCIAL PLANNER™ professional and holds both Series 7 and Series 66 licenses. Marty currently works with LPL Financial LLC in Fort Mill, SC. Marty has worked for a variety of firms throughout their career, including Vanguard Marketing Corporation, UVEST Financial Services Group, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Marty has a wide range of experience in providing financial advice to individuals, corporations, and other entities.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
06/28/2021 - Present
LPL Financial LLC (FORT MILL SC)
NC
09/22/2011 - 01/05/2021
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NC
03/03/2009 - 11/30/2010
UVEST FINANCIAL SERVICES GROUP, INC. (MATTHEWS NC)
AL
07/15/2005 - 09/18/2007
AMERIPRISE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
MN
07/15/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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