ADVISOR BIO

Daniel Dipietro is a registered representative with J.P. Morgan Securities LLC, serving clients from the SANTA CRUZ, CA office. Daniel has been in the financial services industry since June 2024. He is registered to offer securities in California. Daniel holds the Series 63, Series 6TO, and SIE licenses.

SPECIALIZATIONS

ADVISOR BIO

Daniel Nowak is an investment advisor representative. Daniel has been in the industry since June 2016 and has experience working with various clients, including high-net-worth individuals and charitable organizations. Daniel currently works for IEQ Capital, LLC in Foster City, CA. Their services include financial planning, pension consulting, and selection of other advisors. They focus on portfolio management for individuals and businesses. Daniel holds a Series 65 license and has previously worked at several other financial institutions including First Republic Investment Management, Inc., Ernst & Young, LLP and Arcis Golf.

SPECIALIZATIONS

ADVISOR BIO

Daniel Levin is a financial advisor with RBC Capital Markets, LLC. Daniel has been in the financial services industry since 1983 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Daniel is registered with FINRA and the state of California as a Registered Representative and Investment Advisor Representative. Daniel previously worked with Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Oppenheimer & Co. Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and BANC of America Investment Services, Inc. Daniel offers a range of financial services, including financial planning, portfolio management, and investment advisory services.

SPECIALIZATIONS

ADVISOR BIO

Daniel Max Tenzer is a registered representative with j.p. Morgan Securities LLC, based in the Los Angeles, CA office. Daniel has been in the financial services industry since 2009 and has experience in offering a wide range of investment products and services to individuals and institutions. His expertise includes portfolio management, financial planning, and pension consulting. Daniel holds licenses for both Securities and Investment Advisory, with a proven track record in providing exceptional financial guidance to clients.

SPECIALIZATIONS

ADVISOR BIO

Daniel Hardman is a financial professional with over 18 years of experience in the industry. Daniel is currently a Registered Representative with J.p. Morgan Securities LLC, based in San Francisco, California. Before joining J.p. Morgan Securities LLC, Daniel worked at several other firms including Montgomery & Co., LLC, Cantor Fitzgerald & Co. and Wells Fargo Securities, LLC. Daniel has expertise in investment banking and holds several licenses and registrations, including Series 7, 79, 79TO, 24, 63 and SIE. Daniel specializes in providing financial advice to individuals, businesses, insurance companies, charitable organizations and labor unions.

SPECIALIZATIONS

ADVISOR BIO

Daniel Bemel is a financial advisor with UBS Financial Services Inc. Daniel has been in the industry since 2009 and has a Series 66, SIE, and Series 7. Daniel is registered to provide investment advice in 34 states, including California and Texas. Daniel provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and publication of periodicals.

SPECIALIZATIONS

ADVISOR BIO

Daniel Nesmith is an Investment Advisor Representative with Madison Avenue Securities, LLC, based in San Diego, CA. Daniel has been in the financial industry since May 10, 2010. Daniel holds the Series 7, Series 63, and Series 65 licenses. Daniel is registered to provide investment advice in 24 states. Daniel's areas of expertise include financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Daniel Madrigal is a registered representative with J.p. Morgan Securities LLC. Daniel has been in the financial industry since April 2021 and is licensed to sell securities in California. Daniel's specialties include financial planning, portfolio management for businesses and individuals, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Daniel J Kolb is a registered investment advisor with Morgan Stanley. Daniel has been in the industry since September 2011 and is licensed in 38 states. Daniel is a Series 66 and Series 7 holder and has passed the SIE exam. Daniel specializes in providing financial planning, portfolio management, and asset allocation advice to individuals, families, and businesses. Daniel has also provided advisory services to insurance companies, investment companies, charitable organizations, and high-net-worth individuals. Daniel is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Daniel Sorger is a registered investment advisor representative with J.p. Morgan Securities LLC. Daniel is licensed to conduct business in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

SPECIALIZATIONS