Michelle MartinCRD Number: 3175675
Current Firm: Citizens Securities, Inc.
Michelle Martin (CRD# 3175675) is an Investment Advisor Representative working at Citizens Securities, Inc. in Toledo, OH and has over 18 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Cco Investment Services Corp||Southgate, MI||Jul 2013 - Current||4|
|Pnc Investments||Southgate, MI||Nov 2010 - Jul 2013||2|
|Pnc Investments||Southgate, MI||Nov 2009 - Oct 2010||< 1|
|Natcity Investments Inc.||Grand Rapids, MI||Apr 2007 - Nov 2009||2|
|Unemployed||Woodhaven, MI||Apr 2006 - Apr 2007||1|
|Tcf Financial||Redford, MI||May 2002 - Sep 2006||4|
|Tcf Securities||Ann Arbor, MI||May 2002 - Sep 2006||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1999|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management27,379MILLIONS
Total Number of Accounts19,253ACCOUNTS
Average Account Value$1,422,068
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV