ADVISOR BIO

Danielle Llamas is a financial advisor with over 25 years of experience in the financial services industry. Danielle is currently registered with Western International Securities, Inc. and is located in Pasadena, CA. Danielle has a strong track record of helping individuals and families achieve their financial goals. Danielle has specialized knowledge in providing financial advice to clients of all ages and backgrounds.

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ADVISOR BIO

Danielle Marie Lemuz is an active registered representative with United Planners' Financial Services of America A Limited Partner, a firm with an extensive history in the financial industry. Danielle has been in the industry since 2011 and is licensed in California. Danielle holds the Series 7, Series 63, and SIE licenses and has specialized expertise in 1, 2, 4, and 6. Danielle's primary focus is on providing financial planning and portfolio management for individuals, businesses, and pension consulting.

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ADVISOR BIO

Danielle Lee is a financial advisor with Wells Fargo Advisors Financial Network, LLC, based in Orinda, CA. Danielle has been in the financial industry since 2009. Danielle is registered to offer securities in 27 states and provide investment advice in 2 states.

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ADVISOR BIO

Danielle Beasley is a financial advisor associated with LPL Financial LLC. Danielle has been in the industry since 2014 and has a Series 6, Series 63, Series 65 and SIE license. Danielle is registered in California, Maryland, Oregon and Washington. Prior to joining LPL Financial LLC, Danielle worked at CUSO Financial Services, L.P.

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ADVISOR BIO

Danielle Shelton is a financial advisor with over 10 years of experience in the industry. Danielle has been a registered representative since January 2017 and holds Series 66, SIE, and Series 7 licenses. Danielle has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since January 2023. Before that, she was with Morgan Stanley. Danielle specializes in providing investment advice to high-net-worth individuals, corporations, and other businesses. Danielle also provides portfolio management for individuals and businesses, pension consulting, and educational seminars.

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ADVISOR BIO

Danielle Onesto is an Investment Advisor Representative at Abacus Wealth Partners. Danielle has been in the industry since 2016 and is registered with the state of California. Danielle has a Series 65 license and specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, families, businesses, and charitable organizations. Danielle is also an artist and owns a business called Danielle Onesto Art.

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ADVISOR BIO

Danielle Martinez is a financial advisor with UBS Financial Services Inc. located in LA JOLLA, CA. Danielle has been in the industry since November 7, 2017. Danielle has Series 6, 7, 63, and 66 licenses. Danielle has experience working at MORGAN STANLEY and LINCOLN FINANCIAL DISTRIBUTORS, INC.

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ADVISOR BIO

Danielle Jessica Aldama is a financial advisor with Morgan Stanley. Danielle has been in the financial industry since 2007 and holds the Series 66, Series 7, Series 31 and SIE licenses. Danielle currently is registered with the Financial Industry Regulatory Authority (FINRA) and the state of California. She also holds an Investment Advisor Representative (IAR) registration in Texas. Danielle is affiliated with the Palo Alto, CA branch of Morgan Stanley.

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ADVISOR BIO

Danielle Mariette Prunier is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Danielle has been in the industry since December 1994. Danielle has passed the Series 7, Series 63, and Series 65 exams. Danielle is registered in 24 states, including California, Texas and New York. Danielle also has a previous registration with LAZAR FREDERICK & COMPANY.

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ADVISOR BIO

Danielle Hallie Dahlbacka is a registered investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. She has been in the industry since November 2015. She is licensed in California and Texas. Danielle has passed the Series 66, Series 7TO, and SIE exams. She specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and high net worth individuals.

SPECIALIZATIONS