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 a registered investment advisor representative with King Wealth Management Group, LLC. Michele has been working in the financial services industry since 1992. Michele holds Series 7, 31, and 63 securities licenses, as well as a Series 65 investment advisor license. Michele specializes in providing financial planning services to individuals and businesses. King Wealth Management Group, LLC is a registered investment advisor with offices in Naples, Florida and Saratoga Springs, New York. The firm provides financial planning, investment management, and other financial services to individuals, families, and 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.
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.
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NY
05/30/2021 - Present
King Wealth Management Group, LLC (Saratoga Springs NY)
NY
02/22/2013 - 04/07/2014
PURSHE KAPLAN STERLING INVESTMENTS (SARATOGA SPRINGS NY)
NY
06/01/2009 - 03/07/2013
MORGAN STANLEY (SARATOGA SPRINGS NY)
NY
08/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SARATOGA SPRINGS NY)
NY
02/14/2005 - 07/20/2007
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
03/26/2004 - 03/03/2005
MERCER ALLIED COMPANY, L.P. (COHOES NY)
NY
05/23/1996 - 08/19/1999
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/22/1994 - 02/06/1996
BRENNER SECURITIES CORPORATION
NY
11/24/1992 - 10/12/1993
LAIDLAW EQUITIES, INC. (NEW YORK NY)
NY
07/17/1992 - 12/01/1992
CS FIRST BOSTON CORPORATION (NEW YORK NY)
MO
05/07/1992 - 07/13/1992
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
IA
Issued 10/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 03/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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