Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McMartin is an investment advisor representative who has been in the industry since August 15, 1985. Michael is currently registered with Lion Street Advisors, LLC in Creston, WA. Michael was previously employed with Hornor, Townsend & Kent, Inc. in Sammamish, WA and Monarch Securities, Inc. Michael is also a registered Investment Advisor Representative in Washington. Michael has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, the Securities Industry Essentials Examination, and the Investment Company Products/Variable Contracts Representative Examination. Michael specializes in providing investment advice to individuals, high net worth individuals, pension and profit sharing plans, and other businesses.
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.
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
WA
06/18/2018 - Present
Lion Street Advisors, LLC (Creston WA)
WA
02/05/1992 - 06/22/2018
HORNOR, TOWNSEND & KENT, INC. (SAMMAMISH WA)
NA
08/12/1985 - 01/31/1992
MONARCH SECURITIES, INC.
IA
Issued 06/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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