Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daryl? Claim Your ProfileDaryl Martin is a financial advisor registered with Fidelity Personal And Workplace Advisors. Daryl has been in the financial services industry for over 10 years. Daryl has been a Registered Representative for Fidelity Personal And Workplace Advisors since January 2021. Daryl has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, E*TRADE Securities LLC, VALIC Financial Advisors, Inc., J.P. Morgan Securities LLC, BANCWEST Investment Services, Inc., Wells Fargo Advisors, LLC, and TD Bank. Daryl is registered to provide investment advice in Arizona, Florida, Illinois, Michigan, New York, Ohio, South Carolina, and Texas. Daryl is also licensed to offer securities in Illinois, Michigan, and Ohio. Daryl holds Series 7, 9, 10, 66, and SIE licenses. Daryl is the President of DKM Capital LLC, a real estate investing company. Daryl has experience providing financial planning, portfolio management for businesses and individuals, educational seminars, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
03/10/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
IL
09/01/2020 - 01/21/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
IL
07/11/2018 - 07/24/2020
E*TRADE SECURITIES LLC (CHICAGO IL)
IL
03/05/2018 - 07/13/2018
VALIC FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
11/28/2017 - 03/13/2018
J.P. MORGAN SECURITIES LLC (GLENCOE IL)
CA
08/08/2016 - 09/01/2017
BANCWEST INVESTMENT SERVICES, INC. (EL CERRITO CA)
NY
08/20/2014 - 12/23/2014
WELLS FARGO ADVISORS, LLC (RYE BROOK NY)
MI
05/25/2011 - 09/07/2012
WELLS FARGO ADVISORS, LLC (TROY MI)
BOTH
Issued 07/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/31/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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