Martha S. Williams
Professional summary
Martha Stucki Williams, CFP®, who also goes by Martha S Mackres, Martha Elizabeth Stucki, Martha S Williams, is a registered financial advisor currently at WILLIAMS WEALTH SERVICES located in Ann Arbor, Michigan.
Martha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Martha has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Martha Stucki Williams's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2013
Experience
October 16, 2017 - Present
WILLIAMS WEALTH SERVICES
Office #1: 3380 Travis Pointe Rd Suite E1, Ann Arbor, MI 48108May 16, 2014 - October 18, 2017
WADDELL & REED
May 16, 2014 - October 18, 2017
WADDELL & REED
September 7, 2007 - May 19, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 8, 2007 - May 19, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/16/2017)
Exams
Current Firm
WILLIAMS WEALTH SERVICES
CRD#: 289528 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 147 |
| AUM (Assets Under Management) | $ 18,337,709 |
Red Flags
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Company Information
WILLIAMS WEALTH SERVICES
CRD#: 289528Ann Arbor, MI 48108TRUST BUT VERIFY
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