Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lee Martin is a financial professional with over 30 years of experience in the financial services industry. Michael is a registered representative of Osaic Wealth, Inc. and holds Series 6, 7, 24, 63, and 65 securities licenses. Michael has previously held registrations with Woodbury Financial Services, Inc., National Planning Corporation, ING Financial Partners, Inc., Locust Street Securities, Inc., BMA Financial Services, Inc., and Waddell & Reed, Inc.. Michael provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Michael is a trustee for the Jackson County Missouri Pension Board.
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.
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.
1
2
MO
01/19/2024 - Present
Osaic Wealth, Inc. (LEE'S SUMMIT MO)
MO
10/25/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LEE'S SUMMIT MO)
MO
08/15/2008 - 10/27/2017
NATIONAL PLANNING CORPORATION (INDEPENDENCE MO)
MO
01/01/2004 - 08/18/2008
ING FINANCIAL PARTNERS, INC. (INDEPENDENCE MO)
IA
01/01/2002 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MO
01/30/1998 - 01/01/2002
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
KS
06/26/1992 - 02/06/1998
WADDELL & REED, INC. (OVERLAND PARK KS)
TX
05/05/1992 - 07/02/1992
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 05/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Martin is the right advisor for you? Invested Better is here to help.
