Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Martin is a financial advisor registered with Thrivent Investment Management Inc.. Michael has been in the financial services industry since 2011. Michael has a Series 6, 7, 63, 66, 9, 10 and SIE licenses. Michael is a CERTIFIED FINANCIAL PLANNER™ professional. Michael works in the Temecula, California office of Thrivent Investment Management Inc.. Michael has been registered with Thrivent Investment Management Inc. since December 2019. Michael was previously registered with CHARLES SCHWAB & CO., INC. and VANGUARD MARKETING CORPORATION.
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.
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
07/30/2020 - Present
Thrivent Investment Management Inc. (Temecula CA)
AZ
01/04/2017 - 12/02/2019
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
AZ
10/11/2010 - 09/12/2014
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 01/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/21/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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