Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Martin is a financial advisor with Wells Fargo Clearing Services, LLC. Michael has been working in the financial services industry since December 2013. Michael holds FINRA Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Michael specializes in providing financial planning, portfolio management, and investment consulting services to individuals, families, and businesses. Prior to joining Wells Fargo Clearing Services, LLC, Michael worked at PNC Investments and Valic Financial Advisors, Inc.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MD
05/02/2024 - Present
Wells Fargo Clearing Services, LLC (COLUMBIA MD)
MD
01/23/2019 - 05/09/2024
PNC INVESTMENTS (EDGEWATER MD)
MD
06/04/2018 - 01/18/2019
VALIC FINANCIAL ADVISORS, INC. (LINTHICUM MD)
PA
04/21/2017 - 06/08/2018
PNC INVESTMENTS (BELLEFONTE PA)
PA
03/24/2016 - 04/04/2017
CITIZENS SECURITIES, INC. (STATE COLLEGE PA)
PA
11/20/2015 - 01/08/2016
M&T SECURITIES, INC. (PLEASANT GAP PA)
PA
12/12/2013 - 10/20/2015
PNC INVESTMENTS (STATE COLLEGE PA)
PA
10/07/2008 - 01/27/2009
PRUCO SECURITIES, LLC. (CAMP HILL PA)
BOTH
Issued 04/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/06/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Martin is the right advisor for you? Invested Better is here to help.
