Therese M. Martin
Professional summary
Therese Marie Martin, CFP®, who also goes by Therese M Martin, is a registered financial advisor currently at MARTIN FINANCIAL MANAGEMENT located in Itasca, Illinois.
Therese is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Therese has worked at 5 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Therese Marie Martin's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2002 - Present
MARTIN FINANCIAL MANAGEMENT
March 25, 1987 - October 2, 1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
March 25, 1987 - October 2, 1996
EQUITABLE ADVISORS, LLC
January 28, 1986 - January 9, 1987
WINTHROP SECURITIES CO., INC.
May 21, 1985 - February 4, 1986
E. F. HUTTON & COMPANY INC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/2/2002)
Exams
Current Firm
MARTIN FINANCIAL MANAGEMENT
CRD#: 123097 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 192 |
| AUM (Assets Under Management) | $ 56,385,955 |
Red Flags
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