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

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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