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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Michael Martin is a financial advisor registered with Cetera Investment Advisers LLC. Daniel Michael Martin has been in the financial industry since 1972 and is licensed in several states. Cetera Investment Advisers LLC provides financial planning, pension consulting, and educational seminars to individuals, businesses, and institutions. The firm's main office is located in Schaumburg, Illinois.
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.
1
2
OR
06/29/2023 - Present
Cetera Investment Advisers LLC (TIGARD OR)
OR
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (TIGARD OR)
IA
02/11/1972 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CA
04/13/2000 - 02/03/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
09/13/1984 - 09/19/1984
INTEGRATED RESOURCES EQUITY CORPORATION
BOTH
Issued 01/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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