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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 Joseph Martin is a financial advisor with Great Valley Advisor Group, Inc. in Wilmington, Delaware. Michael Martin has been in the financial industry since 1992 and has a Series 7, Series 63, and Series 65 license. Great Valley Advisor Group, Inc. is a financial advisory firm with offices in Wilmington, Delaware. The firm provides financial planning, portfolio management, and consulting services to individuals, businesses, and families. Michael Martin has a background in financial planning and investment management.
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.
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 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.
A percentage of the total value of assets under management is charged.
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2
DE
03/04/2014 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
DE
01/24/1992 - 09/08/2009
MUTUAL SERVICE CORPORATION (WILMINGTON DE)
IA
Issued 06/12/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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