Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Martinez is a financial advisor who has been in the industry since 2013. Daniel is currently registered with Osaic Wealth, Inc. in Scottsdale, AZ. Prior to this, Daniel was registered with Woodbury Financial Services, Inc., FSC Securities Corporation, SagePoint Financial, Inc., T. Rowe Price Investment Services, Inc., J.P. Morgan Securities LLC, and Chase Investment Services Corp. Daniel holds Series 6, 7, 24, 63, and 66 securities licenses. Daniel has a variety of specializations and can provide a variety of services to clients, including financial planning, pension consulting, and educational seminars. Daniel is committed to helping his clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
08/27/2019 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
FL
06/25/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
06/25/2019 - 11/03/2023
FSC SECURITIES CORPORATION (ST. PETERSBURG FL)
FL
06/25/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ST. PETERSBURG FL)
FL
05/20/2016 - 07/19/2018
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
FL
10/01/2012 - 11/14/2013
J.P. MORGAN SECURITIES LLC (TAMPA FL)
FL
07/05/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TAMPA FL)
BOTH
Issued 10/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2024
Series 24 - General Securities Principal Examination
BC
Issued 07/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/20/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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