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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Brendan Martin is a registered Investment Advisor Representative with MAI Capital Management, LLC. Michael has been in the financial services industry since 2018 and has a Series 66, Series 7 and SIE license. Michael specializes in financial planning, wealth management, and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Michael has experience working with clients including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Michael is committed to providing personalized financial advice and strategies to help clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
MI
02/06/2024 - Present
MAI Capital Management, LLC (Ann Arbor MI)
MI
08/10/2023 - 01/24/2024
CETERA ADVISOR NETWORKS LLC (Southfield MI)
MI
04/10/2018 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Southfield MI)
BOTH
Issued 09/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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