Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lawrence Martin is an active Registered Representative with Ameriprise Financial Services, LLC and holds Series 6, 7 and 66 licenses. Michael has been in the securities industry for over 20 years and began his career at Pruco Securities Corporation. Michael has held previous roles at McDonald Investments Inc. and Key Investment Services LLC. Michael specializes in working with individuals, high-net-worth individuals, trusts/estates, corporations or other businesses, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
Asset allocation 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
ME
07/31/2020 - Present
Ameriprise Financial Services, LLC (Fort Kent ME)
ME
01/18/2006 - 08/05/2020
KEY INVESTMENT SERVICES LLC (FORT KENT ME)
ME
09/11/2003 - 01/18/2006
MCDONALD INVESTMENTS INC. (FORT KENT ME)
NJ
10/17/1996 - 07/10/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 12/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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