Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ty? Claim Your ProfileTy Stetson Martinelli is a financial advisor with LPL Financial LLC in Springfield, Massachusetts. Ty has been in the financial industry since 2005 and has experience with multiple firms, including Silver Oak Securities, Incorporated, M Holdings Securities, Inc. and ING Financial Advisors, LLC. Ty holds the Series 6, 7, and 63 licenses as well as the SIE exam and is also a Certified Financial Planner. Ty provides financial planning, portfolio management, and other advisory services to individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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
01/12/2021 - Present
LPL Financial LLC (SPRINGFIELD MA)
CT
07/16/2010 - 05/03/2011
SILVER OAK SECURITIES, INCORPORATED (MANCHESTER CT)
CT
05/02/2007 - 02/02/2010
M HOLDINGS SECURITIES, INC. (WINDSOR CT)
CT
02/10/2006 - 12/07/2006
ING FINANCIAL ADVISERS, LLC (HARTFORD CT)
CT
08/12/1999 - 07/26/2000
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
BC
Issued 04/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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