Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lynn Martin is a financial advisor with over 30 years of experience in the industry. Steven Martin is currently registered with Osaic Wealth, Inc. and is active in both the broker-dealer and investment advisor roles. Steven Martin has previously held positions with Securities America, Inc. and VeraVest Investments, Inc. Steven Martin is a Chartered Financial Consultant and holds multiple securities licenses including Series 6, 7, 63, and 65. Steven Martin is also licensed in multiple states. Steven Martin has experience working with individuals, high-net-worth individuals, corporations, and retirement plans. Steven Lynn Martin is a dedicated financial advisor with a strong commitment to providing personalized financial advice and services to clients. Steven Martin's clients attest to his expertise and experience in the financial field.
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.
A percentage of the total value of assets under management is charged.
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2
NE
06/14/2024 - Present
Osaic Wealth, Inc. (OMAHA NE)
NE
11/13/2003 - 06/14/2024
SECURITIES AMERICA, INC. (OMAHA NE)
MA
10/21/1986 - 11/26/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 04/21/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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