Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Martin is a financial advisor with over 37 years of experience in the industry. William has a strong background in the financial services industry and is currently a Registered Representative with Ameriprise Financial Services, LLC. William holds Series 6, 7, 22, 24, 51, and 63 licenses and is a Certified Financial Planner. William has held previous positions with IDS LIFE INSURANCE COMPANY and IDS FINANCIAL SERVICES INC. William provides a range of financial services, including financial planning, investment management, and retirement planning. William is dedicated to helping clients achieve their financial goals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
NY
04/16/2021 - Present
Ameriprise Financial Services, LLC (Larchmont NY)
MN
11/01/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
11/07/1984 - 10/18/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 11/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/04/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 04/16/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/06/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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