Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael J. Martin is a financial professional with over 20 years of experience in the financial services industry. Michael has been a registered representative with Charles Schwab & Co., Inc. since 2011, and holds several licenses and registrations, including the Series 7, Series 10, Series 24, and Series 66. Michael is also a Certified Financial Planner. Michael's previous experience includes working with PNC Investments and Fidelity Brokerage Services LLC. Michael works in the Wilmington, Delaware office of Charles Schwab & Co., Inc.. Michael's specialties include financial planning and assisting clients with selecting other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
DE
01/02/2019 - Present
Charles Schwab & CO., Inc. (Wilmington DE)
PA
06/01/2009 - 03/10/2011
PNC INVESTMENTS (NARBERTH PA)
PA
07/31/2002 - 02/12/2009
FIDELITY BROKERAGE SERVICES LLC (PHILADELPHIA PA)
BOTH
Issued 08/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2016
Series 24 - General Securities Principal Examination
BC
Issued 03/17/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/19/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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