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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Martin is a financial advisor with over 20 years of experience in the industry. Michelle is currently registered with Commonwealth Financial Network and provides financial planning services to a wide range of clients, including individuals, families, and businesses. Michelle is dedicated to helping clients achieve their financial goals through a personalized approach that takes into account their unique circumstances and objectives. Michelle's expertise includes financial planning, investment management, and retirement planning. Michelle has a strong commitment to ethical conduct and is committed to providing clients with objective and unbiased advice.
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.
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.
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NY
06/29/2021 - Present
Commonwealth Financial Network (Rhinebeck NY)
NY
02/17/2012 - 12/31/2023
COMMONWEALTH FINANCIAL NETWORK (Rhinebeck NY)
NY
06/27/2009 - 02/27/2012
MORGAN STANLEY SMITH BARNEY (KINGSTON NY)
NY
12/15/2000 - 06/27/2009
CITIGROUP GLOBAL MARKETS INC. (KINGSTON NY)
MN
01/01/1999 - 03/20/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/01/1999 - 03/20/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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