Daniela Martins is a registered investment advisor, based in Coral Gables, FL, with 9 years of industry experience.
Location
800 S. Douglas Road, Suite 900, Coral Gables, FL, 33134
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Msec, LLCBroker
October 2019 - Present · 6 yrs 11 mos
Mariner Wealth
July 2019 - Present · 7 yrs 2 mos
Previous Registrations
Insight Securities, INC.Broker
October 2016 - December 2017 · 1 yr 2 mos
UBS Financial Services INC.Broker
February 2013 - November 2014 · 1 yr 9 mos
State Registrations1 state
FL
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.