Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel James Martin is a financial advisor with LPL Financial LLC. Daniel has been in the financial services industry since March 1992. Prior to joining LPL Financial, Daniel was with Royal Alliance Associates, Inc. and NFP Advisor Services, LLC. Daniel is registered in Arizona, Florida, Maine, Michigan, New York, Ohio, Pennsylvania, South Carolina, Texas, and West Virginia. Daniel specializes in retirement planning, college savings, investment management, and insurance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
03/22/2021 - Present
LPL Financial LLC (PITTSBURGH PA)
PA
01/25/2016 - 03/12/2021
ROYAL ALLIANCE ASSOCIATES, INC. (PITTSBURGH PA)
FL
03/23/2001 - 01/27/2016
NFP ADVISOR SERVICES, LLC (BONITA SPRINGS FL)
OH
08/02/2000 - 03/28/2001
VESTAX SECURITIES CORPORATION (HUDSON OH)
IN
04/24/1999 - 08/01/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/24/1999 - 08/01/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
04/02/1998 - 05/05/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
PA
11/29/1991 - 12/02/1997
BERKOWITZ, PIERCHALSKI INC. (PITTSBURGH PA)
IA
Issued 04/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/31/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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