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 registered investment advisor representative with Vanguard Advisers, Inc., based in Plano, TX. Daniel is licensed in Texas. Daniel's employment history includes roles at The Vanguard Group, Inc., Texas Tech University System, Sherwin Williams, Devault Floral, and Adams Flowers. Daniel has passed the Uniform Combined State Law Examination (Series 66).
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.
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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TX
10/02/2024 - Present
Vanguard Advisers, Inc. (PLANO TX)
Active
Inactive
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