ADVISOR BIO

Daniel Polster is an active investment advisor representative in California and Texas. Daniel has been working in the financial services industry since 2005. He is currently affiliated with Osaic Wealth, Inc. where he provides investment advisory services for a variety of clients. Prior to that, Daniel was affiliated with Woodbury Financial Services, Inc., Questar Capital Corporation, Wedbush Securities Inc. and Edward Jones. Daniel's areas of expertise include financial planning and portfolio management for both businesses and individuals. He is a Series 7 and Series 66 licensed representative and also holds an Enrolled Agent designation.

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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 L Bono is a registered representative with Wells Fargo Clearing Services, LLC and has been in the financial services industry since 2022. Daniel is licensed in California and Texas. Daniel L Bono has a series 66, series 7TO and SIE licenses. Daniel L Bono's firm, Wells Fargo Clearing Services, LLC, has been in business since 1997 and has offices in 41 states. Wells Fargo Clearing Services, LLC specializes in providing investment consulting services, financial planning, and portfolio management for businesses and individuals.

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ADVISOR BIO

Daniel Devonald is a financial professional with over 10 years of experience in the financial services industry. Daniel holds Series 6, 7, 63, and 65 licenses, and has held various roles at prominent firms such as Merrill Lynch, Wells Fargo Advisors, and J.P. Morgan Securities. Daniel is currently registered with Citigroup Global Markets Inc., specializing in providing portfolio management, financial planning, and asset allocation advice to individual and corporate clients.

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ADVISOR BIO

Daniel Vasile Avram is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Daniel has been in the securities industry since January 24, 2007 and has been with the firm since August 2011. Daniel holds a Series 6, 7, 9, 63, and 66 licenses and is registered in Alaska, Arizona, California, Florida, Hawaii, Idaho, Oregon, Texas, and Washington. Daniel specializes in offering investment advisory services for individuals, businesses, pension plans, and other organizations.

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ADVISOR BIO

Daniel Rohr is a financial advisor with Onedigital Investment Advisors in Nipomo, CA. Daniel is a licensed investment advisor representative with a specialization in financial planning, retirement planning, education planning, and budget planning. Daniel has been in the financial industry since 2012.

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ADVISOR BIO

Daniel Sivolella is an investment advisor representative with J.p. Morgan Securities LLC. Daniel has been in the industry since 1995 and holds a Series 7, Series 24, Series 63, and Series 65 license. Daniel is also a Chartered Financial Analyst (CFA). Daniel works with a variety of clients including individuals, corporations, and charitable organizations. Daniel has a strong track record of success in helping clients achieve their financial goals. Daniel's experience with J.P. Morgan Securities Inc., J.P. MORGAN ADVISORS, INC. and J.P. MORGAN CHASE BANK, NA provide a broad base of experience in the financial industry.

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ADVISOR BIO

Daniel Lee Seltzer is a financial advisor with Arrow Wealth Advisors, a Registered Investment Advisor with offices in Grass Valley, CA and San Antonio, TX. Daniel has over 10 years of experience in the financial services industry. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional. Daniel holds the Series 7 and 66 licenses. Daniel's specializations include Retirement Planning, Education Planning, Estate Planning, and Insurance Planning. Daniel provides financial planning, investment management, and retirement planning services to individual clients. Daniel also provides investment management services to businesses and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Daniel Newman is a financial advisor with Mariner Wealth. Daniel has been in the industry for over 10 years and holds the Series 7, 31, and 66 licenses as well as the SIE designation. Daniel is also a Certified Financial Planner. Previous employers include Charles Schwab & Co., Inc., E*TRADE Securities LLC, and Morgan Stanley Smith Barney.

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ADVISOR BIO

Daniel Jose Valdes is an investment advisor representative with LPL Financial LLC. Daniel has been working in the securities industry since January 2, 1997. Daniel is registered with the following states: Arizona, California, Colorado, Idaho, Iowa, Texas, and Washington. Daniel also holds FINRA Series 6, 7, and 63 securities licenses as well as the SIE and Series 65. Daniel's previous employers include NATIONAL PLANNING CORPORATION, WM FINANCIAL SERVICES, INC., GRIFFIN FINANCIAL SERVICES, and FIMCO SECURITIES GROUP, INC.

SPECIALIZATIONS