Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lavery Martin is a financial advisor at &partners with over 20 years of experience in the industry. Michael has held previous roles at UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc. Michael holds Series 63 and Series 65 licenses and is registered in 27 states. Michael specializes in portfolio management for individuals, businesses, and retirement plans. He also offers financial planning, pension consulting, and educational seminars. Michael is dedicated to helping 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.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Earned based on transactions or products sold.
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.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MO
06/14/2024 - Present
&partners (Clayton MO)
MO
04/11/2014 - 07/10/2024
UBS FINANCIAL SERVICES INC. (Clayton MO)
MO
11/02/2007 - 04/14/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON MO)
MO
01/28/2003 - 11/19/2007
CITIGROUP GLOBAL MARKETS INC. (CLAYTON MO)
MO
12/05/2002 - 01/29/2003
MOLONEY SECURITIES CO., INC. (MANCHESTER MO)
IA
Issued 07/01/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Martin is the right advisor for you? Invested Better is here to help.
