Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Richard Martin is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc. in Ridgewood, NJ. Daniel has been in the industry since 2002 and is registered to provide investment advice in Florida, Missouri, New Jersey, New York, Pennsylvania, and South Carolina. Daniel is a Certified Financial Planner and holds Series 66, 31, and 7 licenses as well as the Series SIE.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NJ
12/01/2016 - Present
Cambridge Investment Research Advisors, Inc. (Ridgewood NJ)
NJ
02/19/2015 - 12/07/2016
TRIAD ADVISORS, INC. (Edison NJ)
NY
04/26/2013 - 02/26/2015
FIRST ALLIED SECURITIES, INC. (SUFFERN NY)
NJ
06/01/2009 - 05/22/2013
MORGAN STANLEY (PARAMUS NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PARAMUS NJ)
NJ
12/19/2002 - 04/02/2007
MORGAN STANLEY DW INC. (PARAMUS NJ)
BOTH
Issued 01/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Martin is the right advisor for you? Invested Better is here to help.
