Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Donald Martin is an investment advisor representative at LPL Financial LLC. Steven has been in the industry since 1984. Steven has been registered with LPL Financial LLC since 2018. Steven's previous experience includes SII INVESTMENTS, INC., AMERIPRISE FINANCIAL SERVICES, INC., IDS LIFE INSURANCE COMPANY and IDS FINANCIAL SERVICES INC.. Steven has a Series 63 license, a Series 7 license, a Series 22 license, and a Series 6 license. Steven is registered with the state of Massachusetts and Rhode Island.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MA
02/14/2018 - Present
LPL Financial LLC (FALL RIVER MA)
MA
03/10/2010 - 02/14/2018
SII INVESTMENTS, INC. (NEW BEDFORD MA)
MA
08/14/1984 - 03/01/2010
AMERIPRISE FINANCIAL SERVICES, INC. (FALL RIVER MA)
MN
12/04/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
08/14/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 07/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/20/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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