Michelle Martin, financial advisor Toledo OH
83 score

Michelle Martin

CRD 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 17 years of experience in the finance industry.

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Company Name Location Dates Years
Cco Investment Services Corp Southgate, MI Jul 2013 - Current 3
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Michelle P. Martin
Phone Number: 1-800-942-8300
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    27,379
    MILLIONS
  • Total Number of Accounts
    19,253
    ACCOUNTS
  • Average Account Value
    $1,422,068
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
83

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