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 Toman is a financial advisor at Mariner Wealth, located in Sacramento, CA. Daniel has been in the financial services industry for over 20 years, with previous experience at Commonwealth Financial Network, Financial Telesis Inc, Foothill Securities, Inc., and E*TRADE Securities LLC. Daniel holds the Series 7, Series 63 and SIE licenses. Daniel's specialties include retirement planning, investment planning, and estate planning. He is also a Certified Financial Planner.

SPECIALIZATIONS

ADVISOR BIO

Daniel Surette is a financial advisor registered with Fidelity Personal And Workplace Advisors. Daniel is a registered representative in California and Texas. Daniel specializes in providing financial planning and investment advice to individuals and businesses. Daniel has been in the financial services industry since 2023. He is a graduate of the University of Massachusetts Amherst and Florida Gulf Coast University.

SPECIALIZATIONS

ADVISOR BIO

Daniel Rasmus is a financial advisor with Fidelity Personal and Workplace Advisors. Daniel specializes in providing financial planning, portfolio management, and educational seminars to individual investors. Daniel has been in the financial services industry since March 2023. Daniel holds the Series 63 and Series 66 licenses and the Series 7TO and SIE exams. Daniel is registered with the state of California as a broker and an investment advisor representative, and Texas as an investment advisor representative.

SPECIALIZATIONS

ADVISOR BIO

Daniel Chowdhury is a financial advisor who has been in the industry since December 4, 2018. Daniel is registered with J.P. Morgan Securities LLC and holds Series 63, SIE and Series 6TO licenses. Daniel specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Daniel can also assist with selection of other advisers and has expertise in serving the needs of high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Daniel Angel Herrera is a financial professional registered in California. Daniel is associated with J.P. Morgan Securities LLC and has been in the industry since August 1, 2023. Daniel has passed the Series 63, Series 6TO, and SIE exams.

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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.

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ADVISOR BIO

Daniel Kean is a financial advisor with over a decade of experience in the industry. Daniel is currently registered with Buckingham Strategic Wealth, LLC and The Colony Group, LLC in California. Daniel specializes in providing financial planning, portfolio management and investment advice to individuals and businesses. Previously, Daniel worked at Thriver Investment Management Inc. and Bondstreet Wealth Management, LLC. Daniel's current office location is in Irvine, California.

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ADVISOR BIO

Daniel Fillinger is a financial advisor with over 19 years of experience in the financial services industry. Daniel is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since 2012. Daniel holds Series 7, Series 10, Series 9, and Series 63 securities licenses and has also earned his Series 65 license to provide investment advice. Daniel has been recognized with the Certified Financial Planner designation and is committed to providing comprehensive financial planning services to individuals and families. Prior to joining Wells Fargo Advisors Financial Network, LLC, Daniel worked for various firms including Chase Investment Services Corp., WAMU Investments, Inc., and Edward Jones.

SPECIALIZATIONS

ADVISOR BIO

Daniel D Parent is a registered representative and investment adviser representative with TIAA-CREF Individual & Institutional Services, LLC. Daniel has been in the financial services industry since April 2006. Daniel is registered with the state of California and has a Series 63, Series 66, Series 7, Series 9, and Series 10 license. Daniel provides financial planning and portfolio management services for individuals and businesses. Daniel has a history of working in the financial services industry in Washington, D.C. and San Diego, California.

SPECIALIZATIONS