ADVISOR BIO

Daniel Sobrepena is an investment advisor representative who is active in California and Texas. Daniel has over 14 years of experience in the financial services industry. Daniel is affiliated with Morgan Stanley. Previously, Daniel was employed by Burnham Gibson Wealth Advisors, LLC, T Rowe Price, CUNA BROKERAGE SERVICES, INC., M HOLDINGS SECURITIES, INC., AXA ADVISORS, LLC, and CHASE INVESTMENT SERVICES CORP. Daniel is licensed to offer securities and investment advice in Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Kentucky, Maryland, Massachusetts, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Utah, Virginia, and Wisconsin.

SPECIALIZATIONS

ADVISOR BIO

Daniel Sterling is a financial advisor with LPL Financial LLC, a registered investment advisor with over 463 billion dollars in assets under management. Daniel has been in the industry since 2013 and holds Series 7, Series 9, Series 66 and SIE licenses. Daniel has experience working with individuals, businesses, and retirement plans. Daniel's areas of specialization include financial planning, portfolio management, and retirement planning. Daniel has been affiliated with several other firms prior to joining LPL Financial LLC. Those firms include Wells Fargo Advisors LLC, U.S. Bancorp Investments, Inc. and Merrill Lynch.

SPECIALIZATIONS

ADVISOR BIO

Daniel Thomason is a financial advisor with Morgan Stanley, a firm with over 15,000 licensed agents, 22,500 investment advisor representatives, and 26,100 registered representatives. Daniel Thomason has been in the industry since March 2, 2006. Daniel Thomason is registered in 38 states for securities and 2 states for investment advisory services. Daniel Thomason has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination. Daniel Thomason provides asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for individuals, businesses, and investment companies.

SPECIALIZATIONS

ADVISOR BIO

Daniel Lee is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Daniel holds the Series 7, 6, and 63 licenses. Daniel has been in the financial services industry since 2016. He is registered with the state of California. Daniel is based in Irvine, CA.

SPECIALIZATIONS

ADVISOR BIO

Daniel Garcia is a financial advisor with J.P. Morgan Securities LLC. Daniel has been in the industry since March 2022 and is registered with the state of California. Daniel holds the Series 63, 6TO and SIE licenses. Daniel specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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.

SPECIALIZATIONS

ADVISOR BIO

Daniel Joseph Pagliaroli is a financial advisor with Eagle Strategies LLC. Daniel Joseph Pagliaroli is registered with the Securities and Exchange Commission as an Investment Adviser Representative, and is also registered with the state of California. Daniel Joseph Pagliaroli has over 2 years of experience in the financial services industry. Daniel Joseph Pagliaroli has passed the Series 63, Series 66, and Series 7TO exams. Daniel Joseph Pagliaroli has worked for several firms, including NYLIFE Securities LLC, New York Life Insurance Co., Fox Sports, ESPN, and Eagle Strategies LLC.

SPECIALIZATIONS

ADVISOR BIO

Daniel A. Rodriguez is a financial advisor at J.P. Morgan Securities LLC in Inglewood, CA. Daniel is registered with FINRA and holds the Series 63, SIE and Series 6TO licenses. Daniel's firm specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting. They have a client base that includes individuals, corporations, labor unions, charitable organizations, and insurance companies.

SPECIALIZATIONS

ADVISOR BIO

Daniel Rosaschi is a financial advisor with Morgan Stanley. Daniel has been in the financial industry for over 16 years. He specializes in providing investment advice to individuals, businesses, and institutions. He is registered to provide investment advice in 47 states and the District of Columbia. Daniel has a Series 6, 7, 63, and 65 license, as well as the SIE. Daniel is a highly experienced and qualified financial advisor who can help you reach your financial goals. Daniel has previously worked for Wells Fargo Advisors and Wells Fargo Clearing Services.

SPECIALIZATIONS

ADVISOR BIO

Daniel Oropeza is a registered representative and investment advisor representative with over 10 years of experience in the financial services industry. Daniel is currently employed by J.p. Morgan Securities LLC. Daniel has a diverse range of experience working with individual clients, corporations, and other businesses, providing them with financial planning, portfolio management, and pension consulting services.

SPECIALIZATIONS