Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dany? Claim Your ProfileDany Levan Martin is a financial advisor with over 15 years of experience in the industry. Dany is currently registered with RFG Advisory, LLC, and is licensed in both Louisiana and Texas. Previously, Dany worked with LPL Financial LLC, Capital One Investment Services LLC, and Capital One Investments, LLC. Dany holds the Series 6, 7, 63, and 66 securities licenses, as well as the SIE exam. Dany has a diverse client base including individuals, corporations, charitable organizations, trusts, and pension and profit-sharing plans. Dany specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.
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.
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.
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LA
01/21/2016 - Present
RFG Advisory, LLC (SHREVEPORT LA)
LA
01/02/2015 - 06/08/2018
LPL FINANCIAL LLC (SHREVEPORT LA)
LA
05/31/2008 - 01/08/2015
CAPITAL ONE INVESTMENT SERVICES LLC (SHREVEPORT LA)
LA
05/23/2008 - 05/31/2008
CAPITAL ONE INVESTMENTS, LLC (SHREVEPORT LA)
BOTH
Issued 02/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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