Daniel Martinez
Professional Summary
Daniel Martinez, who also goes by Daniel B Martinez, is a registered financial advisor currently at INTER 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Daniel B Martinez
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Videos & Posts
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SUMMIT FINANCIAL, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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SUMMIT FINANCIAL, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
4 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
INTER SECURITIES LLC | USEND SECURITIES LLC | INTER&CO SECURITIES LLC
Contact Information
Main Address
501 Brickell Key Drive, Suite 201, Miami, FL 33131Mailing Address
501 Brickell Key Drive, Suite 201, Miami, FL 33131Phone Number
(310) 698-0164Established
Delaware since 08/02/2022Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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SUMMIT FINANCIAL, LLC
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Daniel Martinez's CRS (Customer Relationship Summary).
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SUMMIT FINANCIAL, LLC
