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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefan? Claim Your ProfileStefan Martin is an investment advisor representative with National Investment Services Of America, LLC. Stefan Martin is registered in Wisconsin. Stefan Martin has been in the securities industry since November 2007 and is a Series 65 licensed individual. Stefan Martin has experience in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
777 EAST WISCONSIN AVENUE, SUITE 2350
MILWAUKEE, WI 53202
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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WI
03/02/2020 - Present
National Investment Services OF America, LLC (MILWAUKEE WI)
IA
Issued 07/13/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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