Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Martin is an investment advisor representative at Prosperity - An EisnerAmper Company. Michele has been in the industry since 2009 and is registered with the Financial Industry Regulatory Authority (FINRA) as well as in several states. Michele has a wide range of experience and expertise in financial planning, portfolio management, and pension consulting. Michele is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
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.
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2
MN
08/30/2023 - Present
Prosperity - AN Eisneramper Co. (MINNEAPOLIS MN)
MN
11/11/2016 - 12/31/2018
CETERA ADVISOR NETWORKS LLC (MINNEAPOLIS MN)
MN
12/19/2014 - 11/11/2016
TRIAD ADVISORS, INC. (Minneapolis MN)
MN
05/08/2009 - 06/06/2013
J.P. MORGAN SECURITIES LLC (MINNEAPOLIS MN)
IA
Issued 10/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2010
Series 24 - General Securities Principal Examination
BC
Issued 08/20/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/23/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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