Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Leon Martin is a financial advisor who has been in the industry since August 20, 1986. Daniel is currently registered with LPL Financial LLC in both Connecticut and Florida. Daniel previously worked at LINCOLN FINANCIAL SECURITIES CORPORATION, ING FINANCIAL PARTNERS, INC., HORNOR, TOWNSEND & KENT, INC., MONARCH SECURITIES, INC. and TRAVELERS EQUITIES SALES, INC. Daniel holds Series 6, 7, 26, 63 and 65 licenses. Daniel is a licensed insurance agent for fixed annuities. Daniel is also a registered investment advisor in Connecticut and Florida. Daniel works with high net worth individuals, corporations, pension and profit sharing plans and charitable organizations.
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.
1
2
FL
08/06/2024 - Present
LPL Financial LLC (NAPLES FL)
CT
08/09/2005 - 06/04/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (WETHERSFIELD CT)
CT
09/09/1994 - 08/25/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
PA
02/05/1992 - 09/19/1994
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NA
12/17/1988 - 01/31/1992
MONARCH SECURITIES, INC.
NA
11/18/1986 - 01/04/1989
TRAVELERS EQUITIES SALES, INC.
NA
12/11/1984 - 03/13/1985
PRUCO SECURITIES CORPORATION
IA
Issued 12/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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