ADVISOR BIO

Daniel Davidian is a financial advisor with Western International Securities, Inc. Daniel has been in the industry since June 27, 2011. Daniel is licensed in California, New Jersey and Texas. Daniel has experience working with high-net-worth individuals, corporations, charitable organizations, and pension plans. Daniel provides financial planning, portfolio management, and educational seminars to his clients.

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ADVISOR BIO

Daniel Burbach is an active investment advisor representative with UBS Financial Services Inc., based in Westlake Village, CA. Daniel joined UBS Financial Services Inc. in 2008, and before that, worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED for over 14 years. Daniel has a strong history in the financial industry, starting in 1994. Daniel is a Series 7, 31, 63, and 65 licensed professional and holds the SIE designation.

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ADVISOR BIO

Daniel Byrne is an Investment Advisor Representative with LPL Financial LLC. Daniel has been in the financial services industry since 1995, having previously been with UBS PaineWebber Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel holds multiple licenses, including Series 7, 63, 65 and 24, and has worked in Santa Rosa, CA, for over 20 years. His firm, LPL Financial LLC, manages over $50 billion in assets and offers financial planning, portfolio management, and other advisory services for a wide range of clients.

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ADVISOR BIO

Daniel Joseph Brooks is a financial advisor with over six years of experience in the industry. Daniel Joseph Brooks currently works at Charles Schwab & CO., Inc., and is registered with FINRA and the state of California. Prior to joining Charles Schwab & CO., Inc., Daniel Joseph Brooks worked at TD Ameritrade, Inc., and J.P. Morgan Securities LLC. Daniel Joseph Brooks has a Series 7 and Series 66 license. Daniel Joseph Brooks offers investment advisory services to individuals and families.

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ADVISOR BIO

Daniel Talcott is a financial advisor who has been in the industry since 1979. Daniel is currently registered with Planmember Securities Corp. and has been with them since 2015. Daniel has previously worked at Signator Financial Services, Inc., Sunamerica Securities, Inc., Interpacific Investors Services, Inc., Royal Alliance Associates, Inc., Integrated Resources Equity Corporation, Shearson Lehman Brothers Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel has a wide range of experience in the financial industry and has obtained licenses to provide services in a variety of areas, including securities, insurance, and investment advising. Daniel currently provides investment services to high net worth individuals, pension and profit sharing plans, corporations, and individuals other than high net worth. Daniel's services include financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Daniel Ayenew is a registered representative with TIAA-CREF Individual & Institutional Services, LLC and has been in the industry since 2016. Daniel is currently registered with FINRA and the state of California as an Investment Advisor Representative. Before joining TIAA-CREF, Daniel was registered with Fidelity Brokerage Services LLC. Daniel Ayenew is a Series 6, 7, 63, and 65 licensed professional. Daniel also holds a SIE designation.

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ADVISOR BIO

Daniel Russell is a financial advisor with LPL Financial LLC. Daniel has been in the industry since 2006 and is registered with FINRA and the state of California. Daniel has also held previous positions with UVEST Financial Services Group, Inc., Mutual Service Corporation, ING Financial Partners, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Daniel specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Daniel is committed to helping clients achieve their financial goals and believes in a personalized approach to financial planning.

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ADVISOR BIO

Daniel Vetter is a financial advisor with over 24 years of experience in the financial services industry. Daniel is currently registered with Wells Fargo Clearing Services, LLC, a firm with over $500 billion in assets under management. Daniel is also registered in over 10 states and offers a variety of financial services to clients.

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ADVISOR BIO

Daniel Dixon is a financial advisor in Eureka, California. Daniel is currently registered as an Investment Advisor Representative with Kingsview Wealth Management, LLC and has been working in the financial industry since October 2018. Daniel has a Series 66, Series 7, and SIE license. Daniel is also a board member of the Humboldt County Workforce Development Board.

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ADVISOR BIO

Daniel John Soares is an investment advisor representative registered with Morgan Stanley. Daniel has been working in the financial industry since November 13, 2007. Daniel's primary office is located in Menlo Park, California. Daniel is registered to provide investment advice in 49 states and the District of Columbia. Daniel is also a registered agent for VDBS LLC and is a water polo coach at Foothills Tennis & Swimming Club.

SPECIALIZATIONS