Daniel Henry Martinez

My several years of individual investing and active trading have built a strong foundation in market behavior, portfolio construction, and disciplined risk management. I expanded this financial base while overseeing operations, budgeting, and client relations at Excel Management Associates, where I strengthened my analytical abilities and developed a clear understanding of how businesses navigate different economic environments. I later applied these skills in servicing high net worth clients at PHX Financial, gaining firsthand insight into the importance of thoughtful, personalized financial guidance. Although I have since transitioned out of direct HNW servicing, my current role at Fidelity has reinforced my commitment to professional growth within wealth management. I am eager to contribute to a collaborative team, whether in trading or advisory functions, but I am especially motivated to advance in an advising capacity where I can combine my market experience, client communication skills, and planning mindset to help clients achieve meaningful financial outcomes.

• Series 7
• Series 63

• English (Native)
• Spanish (Intermediate)