Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Martin is a financial advisor at Stifel, Nicolaus & Company, Inc. Daniel has been in the financial services industry for over 25 years. Daniel is licensed to provide financial advice in 37 states and the District of Columbia. Daniel's specialties include financial planning, portfolio management for individuals and businesses, and pension consulting. Daniel has a strong track record of success in helping clients achieve their financial goals. Daniel is committed to providing his clients with personalized service and sound financial advice.
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.
1
2
CA
08/13/2024 - Present
Stifel, Nicolaus & Company, Inc. (SAN LUIS OBISPO CA)
CO
06/22/2007 - 05/24/2011
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
CO
12/19/2003 - 05/21/2007
JANUS DISTRIBUTORS LLC (DENVER CO)
TX
10/14/2002 - 07/09/2003
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
TX
11/11/1992 - 11/02/2000
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
NY
12/06/1991 - 08/06/1992
VTR CAPITAL, INC. (NEW YORK NY)
CO
06/20/1991 - 12/04/1991
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 08/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Daniel Martin is the right advisor for you? Invested Better is here to help.
