Martin Chiu, financial advisor Scottsdale AZ
93 score

Martin Chiu

CRD Number: 1806333
Current Firm: United Planners' Financial Services Of America A Limited Partner

Martin Chiu (CRD# 1806333) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Skaz Productions Seal Beach, CA Feb 2014 - Current 2
Mamm, Inc (dba) Vantaquest Los Alamitos, CA Mar 2010 - Current 6
Vantaquest Seal Beach, CA Mar 2010 - Current 6
Navigator Family Legacy Planning, LLC Los Alamitos, CA Jan 2009 - Current 7
Loy And Ellen Chiu Family Trust Seal Beach, CA Apr 2005 - Current 11
United Planners Financial Services Scottsdale, AZ Jan 2000 - Current 16
Personal Financial Services Co Los Alamitos, CA Jan 2000 - Current 16
Everbank Seal Beach, CA Jan 2014 - Mar 2015 1
Mapco Los Alamitos, CA Jan 1993 - Oct 2014 21
Everbank Los Alaomitos, CA Aug 2008 - Jan 2011 2
Mamm, Inc (dba) Integrated Systems Safety Los Alamitos, CA Jan 2004 - Dec 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1999
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Martin T. Chiu
Phone Number: 480-991-0225
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,806
    MILLIONS
  • Total Number of Accounts
    9,587
    ACCOUNTS
  • Average Account Value
    $188,339
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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