Dany L Martin is a qualified expert, working in Williams Financial Advisors main office of which is in 523. on the position of Partner since 2017. This person has earned professional experience in more than four positions at various companies. Dany L Martin went to the Bryant University and got education there from 2017 to 2018. Dany L Martin has such qualifications as Series 6, 63, and 7 Held Through Private Client Services. Series 66 Held Through Private Client Services and Rfg Advisory Group., Dave Ramsey Financial Peace University, and Series 6, 63, and 7 Held Through Lpl Financial. Series 66 Held Through Lpl Financial and Rfg Advisory Group.. Shreveport, Louisiana is the city, where this expert was known to settle. This person's email address and phone number are accessed through SoftwareOfficial by request.
Name variants:
Dany Martin
Last updated May 04, 2024
Contact Information
Last Update
Jul 14, 2022
Email
da**@yahoo.com
Location
Shreveport, LA
Company
Williams Financial Advisors, Llc
Workplace
Partner
Work History
Partner and Wealth Advisor
6425 Youree Dr, Shreveport, LA 71105
Jan 2015 — Jun 2017
Investment Advisor
1400 Urban Center Dr SUITE 475, Vestavia Hills, AL 35242
from Mar 2015
Financial Advisor Ii
1680 Capital One Dr, Mclean, VA 22102
I was the Financial Advisor for 13 branches of Capital One and met with and managed the clients who had investment, insurance, wealth planning, and retirement needs and goals. I worked with ...
Jul 2006 — Dec 2014
Education
2017 — 2018
2008 — 2010
2002 — 2006
1998 — 2002
Occupations
Executive
Partner
Accountant
Finance and Accounting Specialist
Advisor
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Management
Investments
Customer Service
Portfolio Management
Finance
Wealth Management
Leadership
Financial Planning
Public Speaking
Strategic Planning
Retirement Planning
Financial Services
Financial Analysis
Financial Advisory
Strategy
Microsoft Office
Financial Risk
Small Business
Retirement
Team Building
Team Leadership
Communication
FAQs about Dany L Martin
What is the profession of Dany L Martin?
This professional's job is Partner
What jobs is Dany a professional at?
The expert is proficient at Executive and Partner jobs.
Where is Dany L Martin located?
Dany is currently located in Shreveport, Louisiana.
What is the professional's email?
Dany's email is da**@yahoo.com.
Where did Dany L Martin work?
Dany L Martin worked at Williams Financial Advisors, Llc, Williams Financial Advisors, Llc.
What education does Dany L Martin have?
Dany studied at the Bryant University from 2017 to 2018.
Are there any professional certifications Dany L Martin has?
Dany L Martin received the following certifications: Series 6, 63, and 7 Held Through Private Client Services. Series 66 Held Through Private Client Services and Rfg Advisory Group..
What languages does Dany L Martin speak?
Dany L Martin speaks English.