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Daniel B Martinez

Pershing LLC

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About Daniel B Martinez

Daniel B Martinez is a financial advisor with Pershing LLC. Daniel is registered in Florida and New Jersey. Daniel has been in the industry since January 29, 2023. Daniel has passed the Series 7, Series 63, Series 66, and Series 57 exams. Daniel has previously worked at Fidelity Brokerage Services LLC and T3 Trading Group, LLC.

Firm Information

Daniel Martinez is currently registered with Pershing LLC. Pershing LLC is a Limited Liability Company formed in January 2003. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They have one approved SEC registration and 53 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

692

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Daniel Martinez’s Registration & Firm History

FL

06/15/2023 - Present

Pershing LLC (LAKE MARY FL)

FL

03/10/2023 - 05/26/2023

FIDELITY BROKERAGE SERVICES LLC (CORAL GABLES FL)

NY

08/11/2022 - 10/07/2022

T3 TRADING GROUP, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/12/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/31/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/20/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/11/2022

Series 57TO - Securities Trader Exam

BC

Issued 07/13/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

MIAX Sapphire

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Daniel B Martinez.
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