ADVISOR BIO

Daniel Antonio Paiz is an investment advisor representative. Daniel is registered with J.P. Morgan Securities LLC in Los Angeles, CA. Daniel has 8 years of experience in the financial services industry. Daniel has passed the Series 66, Series 7, and SIE exams. Daniel has been active in the investment advisory business since 2015. The individual's previous employer was Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel is also registered in Arizona, California, Florida, New York, North Carolina, and Texas.

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ADVISOR BIO

Daniel Evan Martin is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry since August 5, 2007. Daniel is a Registered Representative and Investment Advisor Representative in the states of California and Texas. Daniel specializes in providing investment advice and financial planning services to individuals, families, businesses, and trusts. Daniel has a wide range of experience in financial planning, asset allocation, portfolio management, retirement planning, and estate planning. He is committed to providing personalized financial guidance and helping clients reach their financial goals.

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ADVISOR BIO

Daniel Isaac Brecher is a financial advisor with Wells Fargo Clearing Services, LLC and has been in the industry since January 2003. Daniel is a registered representative in several states and has experience working at Morgan Stanley and Citigroup Global Markets Inc. Daniel has a wide range of licenses and certifications. Daniel is licensed to provide investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for individuals and businesses.

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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.

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ADVISOR BIO

Daniel L. Franklin is a registered representative with Principal Securities, Inc. in Roseville, CA. Daniel has been in the industry since 2023 and has a combined 3 years of experience. Daniel holds a Series 66 license, a Series 7TO and a Series SIE license. Daniel also works as an insurance agent for Principal Life Insurance Company. Daniel L. Franklin is registered to conduct business in California, Idaho, Oklahoma and Texas.

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ADVISOR BIO

Daniel Acevedo is a financial advisor with Morgan Stanley and is registered in 41 states. Daniel has been a financial advisor for 3 years. Daniel has his Series 7TO, Series 66 and SIE licenses. Daniel's areas of expertise include asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for individuals, businesses and investment companies.

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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.

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ADVISOR BIO

Daniel Pantucci is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Daniel has been in the securities industry since January 1992. Daniel has passed several industry exams including the Series 3, 7, 8, 9, 10 and 65 examinations. Daniel is registered as a broker-dealer and investment adviser in 53 states, as well as in the District of Columbia, Puerto Rico and the Virgin Islands. Daniel has held previous positions with Royce Investment Group, Inc. and Bank of America, N.A. Daniel also owns investment properties.

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ADVISOR BIO

Daniel Patrick Petrey is an investment advisor representative with Mestmaker & Petrey Wealth Advisors located in Bakersfield, CA. Daniel has over 15 years of experience in the financial services industry. Daniel is a Series 7 and Series 31 licensed professional and has passed the Uniform Combined State Law Examination (Series 66). Daniel is currently registered with the state of California and Texas. In addition to his work with Mestmaker & Petrey Wealth Advisors, Daniel is a co-owner of S.U.G. INC., a real estate holding company.

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ADVISOR BIO

Daniel Santillan Cotamagana is a financial advisor with LPL Financial LLC, a leading independent broker-dealer, and a Registered Investment Advisor, serving clients in Carlsbad, CA. Daniel has been in the financial services industry since 2009, and holds Series 7, Series 63, and Series 65 licenses, in addition to the SIE exam. Daniel's previous experience includes working with clients in various firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, UnionBanc Investment Services, LLC, and Transamerica Financial Advisors, Inc. His expertise lies in providing financial planning, investment management, and consulting services to individuals, high-net-worth individuals, businesses, and corporations.

SPECIALIZATIONS