ADVISOR BIO

Daniel Landa is a financial advisor at Stifel, Nicolaus & Company, Inc. in San Francisco, CA. Daniel has been in the financial industry since 2020 and specializes in providing financial planning and portfolio management services. Daniel is also a Certified Financial Planner and has passed the Series 66, Series 7TO and SIE exams.

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ADVISOR BIO

Daniel Westuba is a financial advisor with LPL Financial LLC. Daniel has over 15 years of experience in the financial services industry. Daniel is registered to provide investment advice in 16 states. Daniel holds the Series 7, Series 66, and SIE licenses. Daniel also holds the Uniform Combined State Law Examination.

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ADVISOR BIO

Daniel King is a financial advisor currently registered with Kingswood Wealth Advisors, LLC. Daniel's career in the financial services industry began on August 17, 2011. Daniel holds several licenses including the Series 63, Series 65, Series 7, and SIE. Daniel has experience working with a variety of clients including individuals, businesses, insurance companies, charitable organizations, and pension plans.

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ADVISOR BIO

Daniel Roy Owens is a registered representative with Wells Fargo Clearing Services, LLC. Daniel has been in the financial services industry since March 1995. Daniel has a Series 6, Series 7, and Series 66 license. Daniel has been with Wells Fargo Clearing Services, LLC since January 2011 and was previously with Wells Fargo Investments, LLC, Citigroup Global Markets Inc, CitiCorp Investment Services and Cal Fed Investments.

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ADVISOR BIO

Daniel Louis Klein has been in the financial services industry since April 1984. Daniel is currently registered with Morgan Stanley in Los Angeles, California and Texas. Daniel has been with Morgan Stanley since June 2009. Prior to that, Daniel was registered with CITIGROUP GLOBAL MARKETS INC. and FAHNESTOCK & CO. INC. Daniel holds licenses for Series 31, Series 15, Series 5, Series 7, and Series 63. Daniel is also licensed in 34 states. Daniel specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals and portfolio management for investment companies.

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ADVISOR BIO

Daniel Matthew Gabler is a financial advisor with Morgan Stanley. Daniel has been in the financial services industry for almost a decade, having started his career in 2014. Daniel is registered with the state of California and Texas. Daniel provides financial advice to a wide range of clients including high-net-worth individuals, corporations, and pension plans.

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ADVISOR BIO

Daniel Blackwell Watson is a registered investment advisor representative in California. Daniel has been working in the financial industry since 2014. Daniel is currently affiliated with Capital Research & Consulting LLC and Arroyo Investment Group, LLC. Daniel has experience working with pension and profit-sharing plans, and state or municipal government entities. Daniel's firm, Capital Research & Consulting LLC, manages over $6 billion in assets. Daniel is a dedicated financial advisor who is passionate about providing personalized and comprehensive financial advice to his clients.

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ADVISOR BIO

Daniel Paul Damond is an Investment Advisor Representative with Corient, based in San Francisco, California. Daniel has been in the financial industry for over 25 years and has extensive experience providing investment advice to individuals, corporations, and charitable organizations. Daniel specializes in portfolio management, financial planning, and pension consulting. Prior to joining Corient, Daniel worked at J.P. Morgan Securities LLC and UBS Financial Services Inc., among other firms.

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ADVISOR BIO

Daniel Andersen is a financial advisor at Parkshore Wealth Management. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with the state of California and Texas. Daniel has been in the financial services industry since 2008. Parkshore Wealth Management is an independent registered investment advisor firm that specializes in providing financial planning, investment management, and retirement planning services. The firm serves individuals, families, and businesses.

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ADVISOR BIO

Daniel Velazquez is a financial advisor currently registered with J.p. Morgan Securities LLC in Arroyo Grande, California. Daniel has been in the industry since March 2023. Daniel holds Series 63, Series 6TO and SIE licenses.

SPECIALIZATIONS