Unclaimed
Nancy Dinan Martinez is a financial professional registered in Arizona with over 10 years of experience in the financial industry. Nancy is a registered representative and principal with Dinan Capital Advisors, and holds Series 63, 24, 99TO, SIE and 79 licenses. Nancy has been with Dinan Capital Advisors since January 4, 2012.
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.
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.
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2
AZ
01/04/2012 - Present
Dinan Capital Advisors (PHOENIX AZ)
BC
Issued 08/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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