Martin Coren
Martin Coren is a registered investment advisor at Cetera Investment Advisers LLC, based in Plainview, NY, with 39 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Plainview, NY
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2010Criminal
August 1981Other Business ActivitiesSells Insurance
Martin is an advisor at North Ridge Wealth Planning LLC, sells fixed insurance with various companies, and is a sole proprietor/financial planner/advisor at MSC Financial & Tax Services. He also rents out the lower level of his residence, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
North Ridge Securities CORP.Broker
Essex National Securities, INC.Broker
Abn Amro Investment Services, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Equico Securities, INC.Broker
Investors Center IncorporatedBroker
Blinder, Robinson & Co.,inc.Broker
Blinder, Robinson & Co.,inc.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.