Michele
Martin
Missionsquare Retirement
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About this Advisor
Michele Martin is a financial advisor based in San Jose, California, working with Missionsquare Retirement. Michele has previously held a position at Icma-Rc Services, LLC. Michele has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in multiple states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Currently, Michele is part of Missionsquare Retirement, which operates out of San Jose, California. The firm has 9 offices and 623 employees. The firm manages assets totaling $668.2 million and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Missionsquare Retirement includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Missionsquare Retirement Brokerage Details
$668,171,497
623
1
$668,171,497
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Michele Martin Work History
Icma-Rc Services, LLC
Disclosures
Please visit the SEC profile of Michele Martin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Missionsquare Retirement
Richmond, VA
Washington, DC
Champions Gate, FL
Washington, DC
Franklin Lakes, NJ
Washington, DC
Washington, DC
Glenview, IL
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