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Daniel Martin Gesin

Investment Adviser Representative at WORTH FINANCIAL GROUP INC.

Dallas, TXCRD #7111592Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Daniel Martin Gesin has worked in the securities industry since 2021. They have passed the Series 99, 66, and 7 examinations. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Texas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/18/2021
Series 99
Operations Professional Examination
Passed 1/2/2023
Series 7
General Securities Representative Examination
Passed 1/23/2021
SIE
Securities Industry Essentials Examination
Passed 10/30/2020

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Worth Financial Group Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WORTH FINANCIAL GROUP INC.Current
3/18/2021Dallas, TX

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at WORTH FINANCIAL GROUP INC.

5 other advisors in the directory

View WORTH FINANCIAL GROUP INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Martin Gesin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Daniel Martin Gesin - Financial Advisor in Dallas, TX | AdvisorFinder