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Danielle N Martinez

Ubs Financial Services Inc.

Cape May, NJ

La Mesa, CA

La Jolla, CA

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-10-27
CA RA APPROVED 2021-06-23
  • NJ RA
    APPROVED
    Since 2025-10-27
  • CA RA
    APPROVED
    Since 2021-06-23

Branch Locations

Cape May, NJ • United States

La Mesa, CA • United States

1200 Prospect Street Suite 100, La Jolla, CA 92037 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Hawaii At Manoa Honolulu HI 01/2015 05/2017
Lincoln Financial Group Radnor PA 08/2017 05/2020
Morgan Stanley San Francisco CA 05/2020 Present
Ubs Financial Services Inc La Jolla CA 06/2021 Present
  • 01/2015 → 05/2017
    University Of Hawaii At Manoa
    Honolulu, HI
  • 08/2017 → 05/2020
    Lincoln Financial Group
    Radnor, PA
  • 05/2020 → Present
    Morgan Stanley
    San Francisco, CA
  • 06/2021 → Present
    Ubs Financial Services Inc
    La Jolla, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-16
S63 Uniform Securities Agent State Law Examination 2017-10-21
  • S66 Uniform Combined State Law Examination
    2020-11-16
  • S63 Uniform Securities Agent State Law Examination
    2017-10-21
Other Names
  • Daniela Martinez
  • Danielle Martinez

View on SEC IAPD

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