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 who has been in the industry since February 5, 2000. Michael is currently registered with Raymond James Financial Services Advisors, Inc. as an investment advisor representative in Massachusetts and Texas. Michael is also a Registered Principal with the firm and holds Series 7, 9, 10, 31 and SIE securities licenses. Michael has previously been employed with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael offers financial planning, portfolio management, and other advisory services to a wide range of clients, including individuals, businesses, and retirement 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MA
11/05/2019 - Present
Raymond James Financial Services Advisors, Inc. (West Springfield MA)
MA
11/20/2008 - 12/11/2018
UBS FINANCIAL SERVICES INC. (SPRINGFIELD MA)
MA
02/05/2002 - 11/21/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPRINGFIELD MA)
NY
11/12/1998 - 11/10/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/18/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/21/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 11/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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