Hi, I'm Martha Ann Nielsen

Financial Advisor

Investment Advisor

Broker

About Me

Licensed Investment Adviser

Dear investors,
Welcome to my website.

As a seasoned General Securities Representative with over ten years in the financial industry, I specialize in large-cap stocks, mega-cap companies, and major cryptocurrencies. My investment strategy combines short-term opportunities with long-term growth, dedicating around 60% of my portfolio to short-term investments and 40% to longer-term positions. I focus on a diversified portfolio that includes companies known for consistently growing their dividend yield. With a strong emphasis on technical analysis and risk management, my goal is to exceed the S&P 500’s performance annually and deliver reliable results.

Asset Management and Financial Planning
Cryptocurrencies & Digital Assets
Comprehensive Wealth Management
Fixed Indexed & Variable Life Insurance and Annuities
Real Estate And Real Estate Investment Trusts (REITs)
Extensive Retirement Planning

My Services

Portfolio

As a potential investor, I assume what you're most interested about is past performance record. Within this section you will be able to deep dive into my historical data, portfolio performance including monthly reports, and work experience over the last 22 years.

Work History

2014 - present

Investment Advisor | Broker

PRINCIPAL SECURITIES, INC. (CRD# 1137).

1999 - 2014 (14 years)

Investment Advisor | Broker

CETERA INVESTMENT SERVICES LLC (CRD# 15340).

1997 - 1999 (1 year)

Investment Advisor | Broker

ESSEX NATIONAL SECURITIES, INC. (CRD# 25454).

1995 - 1996 (<1 year)

Investment Advisor | Broker

ISFA CORPORATION (CRD# 12984)

1980 - 1984 (4 years)

Investment Advisor | Broker

JOHN HANCOCK DISTRIBUTORS, INC. (CRD#468).

Education

State Securities Law Exam

Series 65 - Uniform Investment Adviser Law Examination

Feb 2, 2001 - (IA)

Series 65 - Uniform Investment Adviser Law Examination

Nov 22, 1997 - (B)

General Industry/Products Exam

SIE - Securities Industry Essentials Examination

Oct 1, 2018 - (B)

Series 7 - General Securities Representative Examination

Oct 24, 1997 - (B)

Series 1 - Registered Representative Examination

Apr 14, 1980 - (B)

Principal/Supervisory Exam

Series 24 - General Securities Principal Examination

Nov 14, 2008 - (B)

Testimonials

What my clients say

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Years Of Experience

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State Licenses

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Clients Satisfied

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Successfully Handled Portfolios

Have Question?

GET IN TOUCH

I offer a wide range of services, from helping you select individual investments to developing a profitable trading strategy. With access to a broad array of markets resources - including smart trading softwares and team of market experts, I can assist you in making informed investment decisions based on your financial goals and objectives.

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