Years of Experience
5-20+ Years
WALLINGFORD, CT
6 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Perreault is a registered investment advisor representative with Toomey Investment Management, Inc., in Wallingford, CT. Daniel has been in the industry for 2 years and holds both Series 63 and Series 65 licenses. Daniel is also registered to provide investment advisory services in Connecticut.
SPECIALIZATIONS
SHELTON, CT
30 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Stan is a financial professional with over 29 years of experience in the industry. He is a registered representative and investment advisor representative, holding Series 6, 7, 26, 63 and 65 licenses. Daniel has worked with LPL Enterprise, LLC since November 2024. He is based out of the Brookfield, CT office of LPL Enterprise, LLC. Daniel has a broad range of experience working with clients, including high-net-worth individuals, corporations, and pension plans.
SPECIALIZATIONS
Norwalk, CT
28 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Lilly is a financial professional with over 25 years of experience in the industry. Daniel currently works at Pennhaven Brokerage Partners, LLC, a firm headquartered in Norwalk, Connecticut. Daniel has been a registered representative since 1996 and has held a variety of roles at different financial institutions throughout his career. Daniel is a licensed Series 7, 24, 55, 63, 99TO and SIE representative. Daniel is also a licensed Series 4 representative. Daniel is licensed in Connecticut, North Carolina, Pennsylvania, South Carolina, Utah, and West Virginia.
SPECIALIZATIONS
No specializations listed.
SOUTH WINDSOR, CT
7 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Duffey is a financial advisor with Fidelity Personal And Workplace Advisors. Daniel is based in SOUTH WINDSOR, CT. Daniel has been a registered financial advisor since 2018 and has experience in various financial institutions like VOYA FINANCIAL ADVISORS, INC., RBC CAPITAL MARKETS, LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Daniel holds a Series 66, SIE, and Series 7 license. Daniel provides financial planning, educational seminars, selection of other advisors, and portfolio management services.
SPECIALIZATIONS
GUILFORD, CT
20 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Guerra is a Registered Representative and Investment Advisor Representative with MML Investors Services, LLC. He is licensed in 21 states and holds the Series 6, 7, 63 and 65 licenses. Daniel has been working in the financial services industry since 2005. Daniel has a broad range of experience in the industry, including working with Waddell & Reed, Inc., Daniel Guerra and Mass Mutual Life Insurance Company. Daniel specializes in asset allocation programs, financial planning, pension consulting, educational seminars and selection of other advisors.
SPECIALIZATIONS
STAMFORD, CT
3 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Purpura is an Investment Advisor Representative affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. Daniel has been in the securities industry since 2019. Daniel is registered in Connecticut and Massachusetts and holds the Series 66, Series 7TO and SIE licenses. Previously, Daniel worked at Citizens Securities, Inc., a firm with whom Daniel is also registered.
SPECIALIZATIONS
GEORGETOWN, CT
6 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Stryker Desalva is a financial advisor with Cetera Investment Advisers LLC and has been in the industry since September 9, 2018. Daniel Stryker Desalva is registered with the state of Connecticut and holds the Series 7, Series 66 and SIE licenses. Daniel Stryker Desalva provides financial planning, portfolio management and educational seminars. Daniel Stryker Desalva also works with Georgetown Financial Group, Inc. and is a regional sales director for AIMCOR Enterprise Insurance Group.
SPECIALIZATIONS
Stamford, CT
19 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Platt Tredwell is a financial advisor with over 14 years of experience in the financial services industry. Daniel currently works for Ages Financial Services, Ltd. based in Stamford, CT. Daniel previously worked for SOURCE CAPITAL GROUP, INC. and CHASE SECURITIES INC. Daniel has a broad range of financial knowledge and expertise, and holds the Series 7, 79, 24 and 63 licenses.
SPECIALIZATIONS
No specializations listed.
NEW LONDON, CT
12 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Adams jr has been in the financial services industry since July 2012. Daniel Adams jr currently works at UBS Financial Services Inc. and has been with the firm since November 2018. Daniel Adams jr is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 66, Series 7, and SIE licenses. Previously, Daniel Adams jr worked at NATIXIS DISTRIBUTION, L.P. and COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.. Daniel Adams jr is licensed in 37 states and the District of Columbia, and is a registered investment advisor in Connecticut and Texas.
SPECIALIZATIONS
Southport, CT
1 Disclosures
ADVISOR BIO
Daniel Norman Baron is an investment advisor representative associated with Daymark Wealth Partners, LLC. Daniel has been in the financial services industry since 1997, working previously for companies such as Wells Fargo Clearing Services, LLC, Morgan Stanley, UBS Financial Services Inc, and UBS Securities LLC. Daniel is registered to provide investment advice in Connecticut.
SPECIALIZATIONS
