ADVISOR BIO

Martin Ugalde is a registered representative with Cambridge Investment Research Advisors, Inc. Martin has been in the financial services industry since August 22, 2006, and has experience with various firms. Martin is licensed in several states and holds the Series 6, Series 7, Series 63 and Series 66 licenses. Martin specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Martin J. Lee is a financial advisor with Wells Fargo Clearing Services, LLC. Martin has been working in the financial services industry since 2010. Martin is registered with both FINRA and the State of California as a Registered Representative. Martin also holds the Series 6, Series 7, Series 63, and Series 66 licenses.

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ADVISOR BIO

Martin Warner is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., working in the WALNUT CREEK, CA branch. Martin began their career in the financial services industry in December of 1999. Martin currently holds Series 66, Series 7, and SIE registrations. Martin has specialized in a variety of financial products including mutual funds, variable annuities, life insurance, stocks, and fixed annuities.

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ADVISOR BIO

Martin Barth is a financial advisor with over 20 years of experience in the industry. Martin has worked with several firms throughout his career, including SW Financial, Joseph Stone Capital L.L.C., Windsor Street Capital, LP, and Trident Partners LTD. Martin is currently a registered representative with Ni Advisors and is registered in Colorado, Florida, and New York. Martin specializes in providing financial planning and portfolio management services for individuals and businesses.

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ADVISOR BIO

Martin Maximiliano Garcia is a financial professional registered with J.p. Morgan Securities LLC. Martin has been in the industry for over 3 months, and is licensed to provide financial and investment advice in all 50 states and the District of Columbia. Martin has passed the Series 79TO, Series 63 and SIE exams. Martin works out of the J.p. Morgan Securities LLC branch in Los Angeles, CA.

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ADVISOR BIO

Martin Mancuso is a financial advisor with over 50 years of experience in the industry. Martin is currently registered with LPL Financial LLC and has a Series 7TO, SIE, and Series 1 license. Martin holds a Series 24 and a Series 63 license. Martin has held previous roles at Cambridge Investment Research, Inc., Raymond James Financial Services, Inc., and FSC Securities Corporation. Martin is a Chartered Financial Consultant and specializes in financial planning, investment management, and retirement planning. Martin is a member of the Financial Industry Regulatory Authority (FINRA). Martin's office is located in Wexford, Pennsylvania.

SPECIALIZATIONS

ADVISOR BIO

Martin Novales is a registered representative with J.P. Morgan Securities LLC and has been in the industry since July 2021. Martin has a Series 63 license and has passed the Series 6TO and SIE exams. Martin specializes in a range of financial products and services. Martin is registered in California.

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ADVISOR BIO

Martin Klein is a financial advisor with over 30 years of experience in the industry. Martin Klein is currently registered with RBC Capital Markets, LLC and has been with the firm since June 2014. Prior to that, Martin Klein was with J.P. MORGAN SECURITIES LLC from November 2007 to July 2014. Martin Klein provides financial planning, portfolio management, and pension consulting services to individual and business clients. Martin Klein holds a Series 3, Series 7, Series 63 and Series 65 licenses and is registered to conduct business in numerous states across the US.

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ADVISOR BIO

Martin Johnson is a financial advisor associated with La Jolla Institute For Wealth Management. Martin Johnson is licensed to provide financial advice in California and is registered with the state as an Investment Advisor Representative. Martin Johnson has been working as a financial advisor since 1992. Martin Johnson is a licensed agent for Martin S. Johnson Inc, a life and health insurance agency. Martin Johnson also has previous experience working at Investment Management & Research, Inc and E. F. Hutton & Company Inc. Martin Johnson holds a Series 63, Series 24, Series 7, and Series 1 licenses.

SPECIALIZATIONS

ADVISOR BIO

Martin Aiello is a financial advisor with over 13 years of experience in the industry. Martin is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in Arizona, California, Hawaii and Texas. Martin has experience working with a variety of clients, including individuals, families, businesses, and institutions. Martin is committed to helping clients achieve their financial goals and has a strong understanding of investment strategies, financial planning, and retirement planning.

SPECIALIZATIONS