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Martin P. Mesecke

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CRD#: 2881489
MM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Martin Philip Mesecke was a registered financial professional .

Martin is a previously registered financial professional and started their career in finance in 1997. Martin had worked at 5 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 6, 2011 - December 31, 2012

SELF WORTH FINANCIAL PLANNING LLC

RIA
CRD#: 128150
PLANO, TX
Past

April 7, 2005 - December 31, 2010

SELF WORTH FINANCIAL PLANNING LLC

RIA
CRD#: 128150
PLANO, TX
Past

June 5, 2002 - March 21, 2003

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
LINCOLN, NE
Past

March 16, 2001 - May 24, 2002

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

January 5, 2000 - August 1, 2000

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

May 30, 1997 - January 6, 2000

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/10/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 7/2/1997
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


SW
SELF WORTH FINANCIAL PLANNING LLC
MESECKE, MARTIN | SELF WORTH FINANCIAL PLANNING | SELF WORTH FINANCIAL PLANNING LLC

CRD#: 128150 / SEC#:

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Contact information


Main Address
4965 Preston Park Blvd Suite 280, Plano, TX 75013
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SELF WORTH FINANCIAL PLANNING LLC

CRD#: 128150

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