Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dianilda? Claim Your ProfileDianilda Martinez is a registered representative with Stifel, Nicolaus & Company, Inc. Dianilda has been in the securities industry since 2008. Dianilda holds Series 7, 63, 65, and 66 licenses. Dianilda has previously worked for Morgan Stanley and UBS. Dianilda provides financial planning and portfolio management services to individuals, businesses, and 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.
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
NY
05/15/2024 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
NY
11/08/2018 - 05/08/2024
MORGAN STANLEY (New York NY)
NY
04/17/2017 - 10/02/2018
MORGAN STANLEY (NEW YORK NY)
NY
04/13/1999 - 07/01/2008
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 12/30/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2017
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
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