ADVISOR BIO

Daniel Gromatzky is an investment advisor representative currently registered with Allworth Financial, LP. Daniel has been in the industry since 2007 and holds a Series 65 license. Daniel is active in Texas and California. Daniel specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Daniel Catone is an experienced financial advisor with a diverse background in the industry. Daniel has a proven track record of providing investment advice and financial planning services to individuals, families, and businesses. Daniel's experience with Golden State Wealth Management, LLC, Redwood Investment Group, Inc., Golden State Asset Management, Golden State Equity Partners, LLC, and Arimathea provides a well-rounded perspective on investment strategies. Daniel's expertise spans multiple areas including portfolio management, financial planning, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Daniel Bennett is a financial professional with over 20 years of experience in the industry. He is currently registered with Advanced Portfolio Strategies as a Registered Representative and Investment Advisor Representative. Daniel has a deep understanding of the financial markets and provides a wide range of investment services to individuals, families, and businesses. Daniel is committed to providing personalized financial advice and helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Daniel James Fleming is a financial advisor with Cetera Investment Advisers LLC, a firm based in Schaumburg, Illinois. Daniel has been in the financial services industry since May 10, 2009, and has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Daniel offers financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Daniel is a Certified Financial Planner and is registered to provide investment advice in California, Tennessee, and Texas.

SPECIALIZATIONS

ADVISOR BIO

Daniel Henry Foley has been in the financial industry since 1994. Daniel is currently a Registered Representative for Wells Fargo Clearing Services, LLC, in Anaheim, California. Daniel is active in both Broker/Dealer and Investment Advisor capacities and holds the Series 6, 7, 24, 26, 63, and 65 licenses. Daniel has previously worked for several other firms, including Advisors Asset Management, Inc., Sun Life Financial Distributors, Inc., Planco Financial Services, Inc., Salomon Smith Barney Inc., Equitable Distributors, Inc., and Pacific Mutual Distributors, Inc. Daniel's experience spans multiple aspects of the financial services industry, including investment consulting for institutional clients, financial planning, and pension consulting. Daniel specializes in working with high-net-worth individuals, corporations, and other businesses, as well as charitable organizations, pension and profit-sharing plans, and insurance companies.

SPECIALIZATIONS

ADVISOR BIO

Daniel Davidovich Pollack is a financial advisor with J.P. Morgan Securities LLC. Daniel Pollack has been working in the financial industry since 2010. Daniel Pollack has a wide range of experience in the financial services industry and holds multiple licenses and registrations, including Series 7, 6, 63, and 66. Daniel Pollack also holds a Certified Financial Planner designation and is registered to provide advisory services in numerous states.

SPECIALIZATIONS

ADVISOR BIO

Daniel Pettit is a financial advisor with over 25 years of experience in the financial services industry. Currently registered with Wells Fargo Clearing Services, LLC, Daniel has been active in the securities and investment advisory fields since 1995. Throughout Daniel's career, he has worked with various firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, MTL Equity Products, Inc., First Brokerage America, L.L.C., National Planning Corporation and CitiCorp Investment Services. Daniel holds Series 6, 7, 63, 65 and 66 licenses, demonstrating a breadth of knowledge in the financial services industry.

SPECIALIZATIONS

ADVISOR BIO

Daniel Welburn Crane is a Registered Representative and Investment Advisor Representative with Western International Securities, Inc. in Irvine, California. Daniel has been in the financial services industry for over 35 years. Daniel has a wide range of experience in providing financial advice and portfolio management services to individuals, families, and businesses. Daniel has a Bachelor's degree in Economics from the University of California, Los Angeles.

SPECIALIZATIONS

ADVISOR BIO

Daniel Decesario is a financial advisor with Citigroup Global Markets Inc. Daniel has been in the industry since August 18, 2008. Daniel is licensed in 53 states, and has a Series 7, 55, 57TO and SIE license. Daniel specializes in providing investment advice to high net worth individuals, corporations, and pension and profit-sharing plans. Daniel provides asset allocation advice, financial planning, pension consulting, and portfolio management services.

SPECIALIZATIONS

ADVISOR BIO

Daniel Marks is a financial advisor with Morgan Stanley. Daniel has been in the financial services industry since 1999. Daniel holds the following securities licenses: Series 3, 7, 9, 31, 63 and 65. Daniel is also a registered investment advisor in California and Texas. Daniel's previous experience includes working as a financial advisor for UBS Financial Services Inc. and Citigroup Global Markets Inc. Daniel also worked for Morgan Stanley DW Inc. in New York. Daniel's specializations include asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors.

SPECIALIZATIONS