DM
Daniel B. Martinez
INTER&CO SECURITIES LLC
Miami, FL 33131
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CRD#: 7560810
DM
Professional summary
Daniel B Martinez, who also goes by Daniel B Martinez, is a registered financial professional currently at INTER&CO SECURITIES LLC located in Miami, Florida.
Daniel is registered as a RR (Registered Representative) and started their career in finance in 2022. Daniel has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, Series 57TO, SIE, Series 4 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Daniel B Martinez
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Daniel B Martinez's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 21, 2025 - Present
INTER&CO SECURITIES LLC
Office #1: 501 Brickell Key Drive, Suite 201, Miami, FL 33131BD
CRD#: 317278
Miami, FL
Past
June 15, 2023 - January 10, 2025
PERSHING LLC
BD
CRD#: 7560
LAKE MARY, FL
Past
March 10, 2023 - May 26, 2023
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
CORAL GABLES, FL
Past
August 11, 2022 - October 7, 2022
T3 TRADING GROUP, LLC
BD
CRD#: 154431
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/21/2025)
RR
Alaska(1/21/2025)
RR
Arizona(1/21/2025)
RR
Arkansas(1/21/2025)
RR
California(1/21/2025)
RR
Colorado(1/21/2025)
RR
Connecticut(1/21/2025)
RR
Delaware(1/21/2025)
RR
District of Columbia(1/21/2025)
RR
Florida(1/21/2025)
RR
Georgia(1/21/2025)
RR
Hawaii(1/21/2025)
RR
Idaho(1/21/2025)
RR
Illinois(7/29/2025)
RR
Indiana(2/25/2025)
RR
Iowa(1/21/2025)
RR
Kansas(1/21/2025)
RR
Kentucky(1/21/2025)
RR
Louisiana(1/21/2025)
RR
Maine(1/21/2025)
RR
Maryland(1/21/2025)
RR
Massachusetts(3/10/2025)
RR
Michigan(1/21/2025)
RR
Minnesota(1/21/2025)
RR
Mississippi(1/21/2025)
RR
Missouri(1/21/2025)
RR
Montana(1/21/2025)
RR
Nebraska(1/21/2025)
RR
Nevada(1/21/2025)
RR
New Hampshire(1/21/2025)
RR
New Jersey(1/21/2025)
RR
New Mexico(1/21/2025)
RR
New York(1/21/2025)
RR
North Carolina(1/21/2025)
RR
North Dakota(1/21/2025)
RR
Ohio(1/29/2025)
RR
Oklahoma(1/21/2025)
RR
Oregon(1/21/2025)
RR
Pennsylvania(1/21/2025)
RR
Puerto Rico(3/31/2025)
RR
Rhode Island(1/21/2025)
RR
South Carolina(1/21/2025)
RR
South Dakota(1/21/2025)
RR
Tennessee(1/21/2025)
RR
Texas(1/21/2025)
RR
Utah(1/21/2025)
RR
Vermont(1/21/2025)
RR
Virgin Islands(1/21/2025)
RR
Virginia(1/21/2025)
RR
Washington(1/21/2025)
RR
West Virginia(1/21/2025)
RR
Wisconsin(1/21/2025)
RR
Wyoming(1/21/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/20/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 57TO
Date: 8/11/2022
Securities Trader ExamGeneral Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
IS
INTER&CO SECURITIES LLC
INTER&CO SECURITIES LLC | USEND SECURITIES LLC
CRD#: 317278 / SEC#: , 8-70985
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
501 Brickell Key Drive, Suite 201, Miami, FL 33131
Mailing Address
501 Brickell Key Drive, Suite 201, Miami, FL 33131
Phone number
(310) 698-0164
Established
Delaware since 08/02/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INTER&CO SECURITIES LLC
CRD#: 317278Miami, FL 33131TRUST BUT VERIFY
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