ADVISOR BIO

Daniel Warren is an investment advisor representative associated with Western International Securities, Inc. Daniel has been in the securities industry since 1999 and has been registered with Western International Securities, Inc. since 2010. Prior to Western International Securities, Inc., Daniel was associated with LPL FINANCIAL CORPORATION and PRUCO SECURITIES, LLC.. Daniel is a Series 6, 7, 24, 26, 63, and 65 licensed professional. Daniel is currently registered in California, Illinois, and Virginia. The Warren Group Wealth Management, Inc. is the DBA for Daniel's securities business and WG Insurance Services is the business name for Daniel's insurance sales. Daniel is able to provide financial planning, pension consulting, educational seminars, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Daniel H Chan is a financial advisor with Fidelity Personal And Workplace Advisors. Daniel has been in the industry for over 3 years. Daniel is registered with both FINRA and the state of California. Daniel's experience is focused on financial planning, portfolio management for individuals and businesses, and providing educational seminars. Daniel has extensive experience with providing investment advice to individuals and high-net-worth clients as well as to corporations and pension and profit-sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Daniel Racicot is a financial advisor with LPL Financial LLC. Daniel has been in the financial services industry since 2000. Daniel is registered with FINRA and the state of California. Daniel provides financial planning, portfolio management, and consulting services to individuals, families, and businesses. Prior to joining LPL Financial LLC, Daniel was a financial advisor with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC.

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ADVISOR BIO

Daniel Thomas Khoury is a registered representative with Wells Fargo Clearing Services, LLC. Daniel Khoury is licensed in California and Texas. Daniel Khoury has been in the industry since February 2022. Daniel Khoury holds the Series 66, Series 7TO, and SIE licenses. Daniel Khoury's office is located in Westlake Village, CA and is associated with the Westlake Village, CA branch of Wells Fargo Clearing Services, LLC. The firm provides investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management services for businesses and individuals. Daniel Khoury has a wide range of experience in the financial industry.

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ADVISOR BIO

Daniel Micah Stevens is a financial advisor at UBS Financial Services Inc. Daniel is licensed to provide investment advice in 34 states including Arizona, California, and New York. Daniel has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Daniel specializes in providing financial planning, portfolio management, and investment advice.

SPECIALIZATIONS

ADVISOR BIO

Daniel Robinson is a financial professional with over 15 years of experience in the industry. Daniel is registered with Principal Securities, Inc. and holds a Series 7, Series 6, Series 63 and Series 65 licenses. Daniel is also a Certified Financial Planner and a Chartered Financial Consultant. Daniel provides financial planning, investment management, pension consulting and educational seminars. Daniel is registered in multiple states, including California, Texas, Arizona, Colorado, Hawaii, Michigan, Montana, Nevada, New Jersey, New Mexico, New York, Oregon, South Carolina, Virginia and Washington.

SPECIALIZATIONS

ADVISOR BIO

Daniel Raynell Gresham is a registered representative with Wells Fargo Clearing Services, LLC. Daniel has been in the industry since October 29, 2021. Daniel holds the Series 7TO and SIE licenses as well as the Series 63 license. Daniel is registered in the state of California.

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ADVISOR BIO

Daniel Hahn is a financial advisor with Independent Financial Group, LLC located in Mountain View, CA. Daniel has been in the industry since November 1992. Daniel Robert Hahn is a registered representative with FINRA and a licensed investment advisor representative. Daniel holds Series 6, 7, 63, and 65 licenses. Daniel has been with Independent Financial Group, LLC since March 2017. Daniel has been working with individuals, families, businesses, and institutions for over 30 years. Daniel is committed to providing clients with comprehensive financial planning services. Daniel has a strong commitment to serving the needs of his clients. Daniel's experience and expertise make him a valuable resource for clients seeking financial guidance.

SPECIALIZATIONS

ADVISOR BIO

Daniel Valentine is a financial advisor who has been in the industry since May 1991. Daniel is currently registered with Capital Synergy Partners and CPS Financial & Insurance Services, Inc. Daniel is a Series 6, Series 26 and Series 63 licensed advisor. Daniel specializes in Financial Planning, Portfolio Management for Individuals, and Selection of Other Advisers. Daniel has a significant experience working with high-net-worth individuals and individuals other than high-net-worth.

SPECIALIZATIONS

ADVISOR BIO

Daniel Luddy is a registered representative with Wells Fargo Clearing Services, LLC. Daniel is a Series 7 and 66 licensed professional. Daniel has been in the industry since 2001 and has experience in investment consulting services to institutional clients, financial planning, portfolio management for individuals, and portfolio management for businesses. Prior to joining Wells Fargo Clearing Services, LLC, Daniel was a registered representative with WELLS FARGO INVESTMENTS, LLC. and Fidelity Brokerage Services LLC.

SPECIALIZATIONS