ADVISOR BIO

Daire Heneghan is a financial advisor at Infinity Financial Services Advisory. Daire has been in the financial services industry since January 1, 2019. Daire is registered with the state of California. Daire provides financial planning, portfolio management for individuals, and pension consulting services. Daire also offers educational seminars and selection of other advisors services.

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ADVISOR BIO

Daire Hogan is a financial advisor with over 20 years of experience in the industry. Daire is currently registered with Morgan Stanley and has been with the firm since June 2009. Previously, Daire has also worked with Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., Wells Fargo Investments, LLC, and Hambrecht & Quist LLC. Daire provides financial advice to individuals, businesses, and institutions. Daire has a strong background in asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors.

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ADVISOR BIO

Dairian Lynn Cox is a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Dairian has been in the industry since July 2019 and previously worked at J.P. Morgan Securities LLC. Dairian has a strong background in financial services and is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Daisy Dahlia Melendez is a financial advisor with Cetera Investment Advisers LLC. Daisy has been in the financial services industry since 2018 and holds Series 7 and Series 66 licenses. Daisy is a Certified Financial Planner and specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Daisy also provides fixed insurance services through various companies.

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ADVISOR BIO

Daisy Michelle Paulsen is a registered Investment Advisor Representative with Fidelity Personal and Workplace Advisors. Daisy has been in the financial industry for 2 years. She holds Series 7TO, SIE, 63 and 65 licenses. She is currently registered with the states of Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington, and Wisconsin. Daisy has previous experience at Northwestern Mutual, Mercy High School, City of Pacifica and California State University, Chico.

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ADVISOR BIO

Daisy Yating Wang is an investment advisor representative with Eagle Strategies LLC. Daisy Yating Wang is registered in California, Texas and Washington. Daisy Yating Wang has been in the securities industry for 5 years.

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ADVISOR BIO

Daisy Lu Patton is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Daisy has been in the financial services industry since 2019 and has experience with JPMorgan Securities LLC and First Sigma Capital LLC. Daisy is registered in California as a registered representative and investment advisor representative and holds Series 7, 63, and 66 securities licenses.

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ADVISOR BIO

Dajilla Lanae Lemle is a financial professional registered with Wells Fargo Clearing Services, LLC. Dajilla has been in the industry since October 30, 2019 and has Series 63, Series 6TO and SIE licenses. Dajilla is currently registered with the state of California.

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Dakota Matson is a registered representative at Planmember Securities Corp. Dakota has been in the securities industry for 8 years, and is licensed to offer securities products in California. Dakota has passed the Series 99 and SIE exams. Dakota specializes in investment supervisory services, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Dakota is based out of the Carpinteria, CA branch of Planmember Securities Corp.

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ADVISOR BIO

Dakota Jacobsen is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Dakota is registered in 44 states and 2 territories for both securities and investment advisory services. Dakota has been in the financial services industry since November 2022. Dakota specializes in providing portfolio management for individuals and businesses, as well as pension consulting and educational seminars.

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