Invested Better
Portfolio Management for Individuals Advisors in California
5,469 Results
Unclaimed

Alliancebernstein LP

location

San Francisco, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Eagan is an investment advisor representative with Alliancebernstein LP in San Francisco, CA. Daniel has been working in the financial services industry since August 27, 2001. Daniel holds Series 3, 7, 9, 10, 31, 63 and 65 licenses. Daniel has a strong background in investment management, portfolio management, and financial planning. Daniel's experience includes working for both Sanford C. Bernstein & Co., LLC and Hirtle Callaghan & Co. LLC.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Charles Schwab Investment Management, Inc.

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Daniel Griffith is a financial advisor registered with the state of Colorado. Daniel has been in the financial services industry for 4 years and is affiliated with Charles Schwab Investment Management, Inc.. Daniel is licensed to provide investment advice for individuals, investment companies, and pooled investment vehicles. Daniel also offers portfolio management services for businesses.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

San Francisco, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Aaron Plotinsky is a financial advisor with over 20 years of experience in the industry. Daniel is currently registered with Morgan Stanley. Daniel has a Series 7, Series 66, and Series 79TO licenses and has held previous registrations with firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Investments, LLC, UST Securities Corp., Banc of America Investment Services, Inc. and Morgan Stanley & Co. Incorporated. Daniel has a proven track record of providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and institutions. Daniel specializes in providing asset allocation advice, financial planning, and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Santa Rosa, CA

experience

17 Years Experience

0 Disclosures

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Los Angeles, CA

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Daniel Potter Hawkins is a financial advisor with Morgan Stanley. Daniel has been in the financial services industry since 1997. Prior to joining Morgan Stanley in 2015, Daniel worked for UBS Financial Services Inc., Quellos Brokerage Services, LLC, Goldman, Sachs & Co. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel is registered to provide investment advisory services in Alaska, Arizona, California, Colorado, Delaware, Florida, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Maine, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Mexico, New York, North Carolina, North Dakota, Oklahoma, Oregon, Puerto Rico, South Carolina, Tennessee, Texas, Utah, Washington, and Wyoming. Daniel holds the following licenses and certifications: Series 31, Series 7, and Series 66.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

San Francisco, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Estrella McKinney is a financial advisor at Morgan Stanley. Daniel has over 13 years of experience in the financial industry. Daniel has a broad range of experience in various aspects of financial advising and specializes in providing comprehensive financial planning, portfolio management, and asset allocation advice. Daniel is registered with the Securities and Exchange Commission and is a licensed Investment Advisor Representative in California and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

San Diego, CA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Jeffrey Rosen is a financial advisor with over 30 years of experience in the industry. Daniel is currently registered with Morgan Stanley and has been in the financial industry since April 1991. Daniel holds Series 7, Series 31, Series 63, and SIE licenses and has offices in San Diego, CA. Daniel has worked at Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Daniel is registered to provide investment advice in 29 states and the District of Columbia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Fisher Investments

location

SAN MATEO, CA

0 Disclosures

ADVISOR BIO

Daniel Michael Rodkewich is a registered investment advisor representative with Fisher Investments. Daniel has been in the financial services industry since 2001. Prior to joining Fisher Investments, Daniel was a registered representative with RBC DAIN RAUSCHER INC.. Daniel's registrations include the Series 7, Series 31, and Series 66 exams. Daniel's areas of expertise include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Daniel specializes in providing financial planning, portfolio assessment, and investment management services.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Morgan Stanley

location

Santa Monica, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Kay is a financial advisor with over 25 years of experience in the financial services industry. Daniel has worked with a number of firms including Merrill Lynch, Deutsche Bank Securities Inc., Credit Suisse Securities, Citigroup Global Markets Inc., PaineWebber Incorporated, and Bear Stearns & Co. Inc. Daniel is currently a registered representative with Morgan Stanley. Daniel provides investment advisory services to a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, and pension and profit-sharing plans. Daniel has a wide range of experience in financial planning, portfolio management, and asset allocation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

RANCHO SANTE FE, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Morilak is a financial advisor with Morgan Stanley. Daniel has been in the financial services industry for over 20 years and holds Series 7, 31, and 66 licenses, as well as the SIE exam. Daniel is registered to offer securities and investment advisory services in multiple states. Daniel has prior experience with Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Banc of America Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE

Need help matching

with the right advisor?