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Nancy Dinan Martinez

Dinan Capital Advisors

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About Nancy Dinan Martinez

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.

Firm Information

Nancy Martinez is currently registered with Dinan Capital Advisors. Dinan Capital Advisors is a Limited Liability Company formed on February 16, 2011. The firm is registered in Arizona, California, Georgia, Illinois, and Tennessee and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

25

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Nancy Martinez’s Registration & Firm History

AZ

01/04/2012 - Present

Dinan Capital Advisors (PHOENIX AZ)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nancy Dinan Martinez.
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