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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniela? Claim Your ProfileDaniela Decastromartins is an investment advisor representative with Mariner Wealth. Daniela has been in the industry since 2013, working previously with UBS Financial Services Inc., and Insight Securities, Inc.. Daniela holds the Series 63, Series 65, Series 7 and SIE exams. Daniela offers a range of services including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
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.
Family office services
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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2
FL
07/15/2019 - Present
Mariner Wealth (CORAL GABLES FL)
FL
10/11/2016 - 12/14/2017
INSIGHT SECURITIES, INC. (CORAL GABLES FL)
FL
02/05/2013 - 11/10/2014
UBS FINANCIAL SERVICES INC. (CORAL GABLES FL)
IA
Issued 11/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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