Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ryan Martell is a financial advisor with Schwab Wealth Advisory, Inc. Daniel has been in the industry since 2021 and is licensed in 53 states as well as the District of Columbia and Puerto Rico. Daniel has Series 63, 66 and 7TO licenses. Daniel also has a SIE license. Daniel's experience is in Portfolio Management for Individuals and Businesses and Financial Planning. Daniel's previous employer was MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
AZ
11/16/2022 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
AZ
02/16/2022 - 07/28/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 11/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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