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Daniel Martin Gesin

Worth Financial Group Inc.

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About Daniel Martin Gesin

Daniel Gesin is a financial advisor who has been in the industry since January 2020. He is currently registered with the state of Texas as a Registered Representative and Investment Advisor Representative. Daniel holds FINRA Series 66, Series 7TO, Series 99TO, and SIE licenses and currently works for Worth Financial Group Inc.. He has a history of experience in the industry working for Gesin Consulting and Amazon. Daniel is a member of the Financial Industry Regulatory Authority (FINRA) and has a current active registration with both the state and FINRA.

Firm Information

Daniel Gesin is currently registered with Worth Financial Group Inc.. Worth Financial Group Inc. is a Corporation formed in 1983. The firm provides investment advice and portfolio management services to individuals. They have 9 licensed agents and 5 investment adviser representatives, with a total of 11 registered representatives. The firm manages approximately $3,027,573 in assets for 4 clients, all of whom are individuals. The firm is registered with the SEC and in 22 states.

$3.03M

Assets Under Management

Not reported

Total Clients

7

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Gesin’s Registration & Firm History

TX

03/18/2021 - Present

Worth Financial Group Inc. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 03/18/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/23/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/30/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Martin Gesin.
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