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Amira a Martin

6 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Commission-BasedFixed/Hourly
Firm Size
142 advisors
Number of Clients
8,394 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
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Location

Eight Tower Bridge, Suite 1200, Conshohocken, PA, 19428

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Amira is an employee of Marsh & McLennan Agency LLC, supporting their insurance services. She also serves as the Director of Philanthropy for Women Beyond Measures, dedicating minimal time to this unpaid volunteer role.

Employment History
Current Registrations
Mma Securities LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Onedigital Investment Advisors
May 2023 - January 2025 · 1 yr 8 mos
Rtd Financial Advisors INC
February 2014 - April 2018 · 4 yrs 2 mos
State Registrations7 states
DEMDNJNYPARIVA
Advisor
Exams
No exam information available for this advisor.