Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marty? Claim Your ProfileMarty Valade is a financial advisor with over 37 years of experience in the industry. Marty is registered with Osaic Wealth, Inc., and holds a Series 7, 9, 10, 24, 63, and SIE license. Marty works with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Marty provides a variety of financial planning services, including investment management, retirement planning, and estate planning. Previously Marty was registered with WOODBURY FINANCIAL SERVICES, INC. in Cypress, CA.
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.
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CA
01/19/2024 - Present
Osaic Wealth, Inc. (Cypress CA)
CA
01/03/2001 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Cypress CA)
NY
08/19/1986 - 01/24/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 09/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2002
Series 24 - General Securities Principal Examination
BC
Issued 12/17/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/08/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1989
Series 3 - National Commodity Futures Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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