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Michele Marie Martin

Missionsquare Retirement

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About Michele Marie Martin

Michele Martin is a financial advisor currently registered with Missionsquare Retirement. Michele is registered with the Securities and Exchange Commission (SEC) and has been in the industry since 1994. Michele is licensed to provide investment advice and services in 50 states. Michele's current employment is with Missionsquare Retirement and prior employments include METLIFE SECURITIES INC. and METROPOLITAN LIFE INSURANCE COMPANY.

Firm Information

Michele Martin is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michele Martin’s Registration & Firm History

CA

08/21/2019 - Present

Missionsquare Retirement (San Jose CA)

MA

06/15/1994 - 12/14/1995

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

06/15/1994 - 12/14/1995

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/17/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/06/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/04/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michele Marie Martin.
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