ADVISOR BIO

Daniel Ross Estell is an investment advisor representative with U.S. Bancorp Investments, Inc. Daniel has been in the securities industry since 2015 and has experience in providing financial planning, portfolio management for individuals and businesses, and publication of periodicals. Daniel holds Series 6, 7, 63, and 65 licenses. Daniel has previously worked at WELLS FARGO CLEARING SERVICES, LLC, WELLS FARGO ADVISORS, LLC, and WELLS FARGO BANK, NA.

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ADVISOR BIO

Daniel Joe Baldwin is a financial advisor with Morgan Stanley, where Daniel has been registered since June 2009. Daniel's previous experience includes roles at Morgan Stanley & Co. Incorporated and UBS Financial Services Inc. Daniel has been active in the financial services industry since March 1997. Daniel Joe Baldwin is registered in 41 states and holds several licenses including the Series 7, Series 63, and Series 65. Daniel Joe Baldwin is affiliated with Morgan Stanley's Walnut Creek, CA branch office.

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ADVISOR BIO

Daniel Williamson is a financial advisor with over 14 years of experience in the financial services industry. Daniel Williamson is currently registered with Charles Schwab & Co., Inc. Daniel Williamson has a Series 7, Series 63, and Series 66 securities license, as well as the Securities Industry Essentials (SIE) exam. Prior to joining Charles Schwab, Daniel Williamson was with Fidelity Brokerage Services LLC. Daniel Williamson is registered in 23 states and provides financial planning services.

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ADVISOR BIO

Daniel Eugenio Dols is a registered investment advisor representative associated with Fidelity Personal And Workplace Advisors. Daniel is a licensed investment advisor in California and is also registered in several other states. Daniel has been active in the industry since September 16, 2021. Daniel has earned a Series 7TO and Series 66 license. Daniel is a specialist in financial planning, portfolio management for individuals and businesses, and educational seminars. Fidelity Personal And Workplace Advisors is an investment firm that provides a variety of services including financial planning, portfolio management for individuals and businesses, and educational seminars. Fidelity Personal And Workplace Advisors manages over $818.78 billion in assets. The firm has 15,424 employees, including 7,979 licensed agents, 14,549 investment adviser representatives, and 15,281 registered representatives.

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ADVISOR BIO

Daniel Cameron Dennehy is a registered investment advisor representative associated with UBS Financial Services Inc. in WALNUT CREEK, CA. Daniel has been in the securities industry for over 1 year. Daniel has passed the Series 7TO, SIE and Series 66 examinations. Daniel provides services to individuals, corporations and other businesses, charitable organizations, pension and profit sharing plans and insurance companies. UBS Financial Services Inc. is a large firm managing over $700 billion in client assets. The firm provides portfolio management, financial planning and investment services, among others.

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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.

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ADVISOR BIO

Daniel Ziskin is a financial advisor with Planmember Securities Corp. in Manhattan Beach, California. Daniel has been in the financial industry since 1977 and has a wide range of experience. He holds the Series 7, Series 63, Series 65, and SIE licenses. Daniel also holds the Certified Financial Planner designation. His firm, Planmember Securities Corp., is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm provides investment advisory services to individuals, businesses, and charitable organizations. Planmember Securities Corp. manages approximately $8.3 billion in assets.

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ADVISOR BIO

Daniel Ghinazzi is a registered representative with Cetera Investment Advisers LLC. Daniel has been in the financial industry since 1975. Daniel has been with Cetera Advisor Networks LLC since 2013. Daniel also has a registration with Cetera Investment Advisers LLC since 2023. Daniel has a Series 7, Series 63, and SIE licenses. Daniel is registered in 16 states, including California, Texas, Florida, and New York. Daniel's firm offers financial planning, pension consulting, educational seminars, portfolio management, and other advisory services.

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ADVISOR BIO

Daniel Cutter is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Daniel Cutter has worked in the financial industry since March 29, 2000. Daniel Cutter holds Series 7, Series 31, Series 63, Series 65 and SIE licenses and has 22 state registrations. Daniel Cutter has previously worked for MORGAN STANLEY DW INC., CREDIT SUISSE FIRST BOSTON LLC, DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION and SANFORD C. BERNSTEIN & CO., INC. Daniel Cutter's office is located in SAN FRANCISCO, CA and is part of the Merrill Lynch, Pierce, Fenner & Smith Inc. branch located at 555 CALIFORNIA ST, SAN FRANCISCO, CA, 94104. Daniel Cutter's firm Merrill Lynch, Pierce, Fenner & Smith Inc. has a total of $10 billion - $50 billion of assets under management. Daniel Cutter's firm Merrill Lynch, Pierce, Fenner & Smith Inc. primarily manages assets for high-net-worth individuals, insurance companies, charitable organizations, corporations or other businesses, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.

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ADVISOR BIO

Daniel Figueroa is an investment advisor representative and registered representative with Morgan Stanley in Los Angeles, California. Daniel has been in the industry since 2021 and has been registered with both the Securities and Exchange Commission and various states. Daniel has a Series 7, Series 66, and SIE license and is registered in 54 states and the District of Columbia for both Broker-Dealer and Investment Advisor activities. Daniel previously worked at RAYMOND JAMES & ASSOCIATES, INC. and is currently a licensed agent with Morgan Stanley.

SPECIALIZATIONS