ADVISOR BIO

Daniel Granucci is a financial advisor and investment advisor representative for Iron Path Wealth Management, Inc. in Newtown, CT. He has been in the industry since 2005, and holds several licenses and certifications, including the Series 6, Series 7, Series 63, and Series 65 licenses. Daniel is also a Certified Financial Planner and Chartered Financial Analyst. Iron Path Wealth Management, Inc. is an independent investment advisory firm that provides financial planning, investment management, and other advisory services.

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ADVISOR BIO

Daniel J Bicker is a financial professional with over 20 years of experience in the financial services industry. Daniel has a strong background in securities and investment products, having held various roles at firms like IFMG Securities, Inc., CCO Investment Services Corp., MML Investors Services, Inc., WS Griffith Securities, Inc. and Signator Investors, Inc. Daniel currently works at Natwest Markets Securities Inc. where they are registered as a broker-dealer in Connecticut. Daniel is licensed to offer a variety of financial products and services, including securities, investment company products, variable contracts, and commodities.

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ADVISOR BIO

Daniel Shipman is a financial professional with over 19 years of experience in the financial services industry. Daniel is currently registered with Prudential Annuities Distributors, Inc. Daniel has held previous positions at PRUCO SECURITIES, LLC., COWEN AND COMPANY, COWEN EXECUTION SERVICES LLC, METLIFE SECURITIES INC., BNY CONVERGEX EXECUTION SOLUTIONS LLC, LYNCH, JONES & RYAN LLC, DATEK ONLINE FINANCIAL SERVICES LLC and DATEK ONLINE BROKERAGE SERVICES LLC. Daniel is a Series 7, Series 24, and Series 63 licensed professional.

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ADVISOR BIO

Daniel Shaffer is an investment advisor representative with Shaffer Asset Management, Inc., a firm registered with the state of Connecticut. Daniel has been in the industry for over 30 years and is a Chartered Financial Consultant. Daniel has experience working with both high-net-worth individuals and corporations. Daniel offers financial and investment advice and portfolio management for both individuals and corporations.

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ADVISOR BIO

Daniel Jensen is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Daniel Jensen has been in the industry since November 9, 2015. Daniel Jensen is registered in 53 states and the District of Columbia. Daniel Jensen's primary office is located at 2 Pine St in New Canaan, CT.

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ADVISOR BIO

Daniel Sterling Tarbell is a financial advisor with Ameriprise Financial Services, LLC, based in East Hartford, Connecticut. Daniel has been in the industry since 2005 and holds Series 66, Series 7 and SIE licenses. Prior to Ameriprise, Daniel was employed by IDS LIFE INSURANCE COMPANY. Daniel is registered to provide financial advice in 32 states and is a Registered Representative of Ameriprise Financial Services, Inc. Daniel is also an Investment Advisor Representative of Ameriprise Financial Services, LLC. Daniel's firm, Ameriprise Financial Services, LLC, has a team of 12435 investment advisor representatives and 13881 registered representatives across the country. The firm manages assets for over 140,938 clients, and it has a regulatory asset under management of 479,793,782,427. Ameriprise Financial Services, LLC provides various financial advisory services, including financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and publication of periodicals.

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ADVISOR BIO

Daniel Joseph Plis is a financial advisor at Citizens Securities, Inc. based in WEST HARTFORD, Connecticut. Daniel has been in the financial services industry since 1994. Daniel holds several licenses including Series 6, 7, 9, 10, 24, 63, and 66 and is licensed to operate in Connecticut. Daniel provides financial planning services, selection of other advisers, and portfolio management for individuals.

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ADVISOR BIO

Daniel Ledva is a financial advisor with over 20 years of experience in the financial services industry. Daniel is currently registered with Kelson Asset Management LLC, a firm he joined in June 2023. Prior to that, Daniel worked at Roberts & Ryan, Inc. and Marwood Group. Daniel holds a Series 63, 66, and 65 licenses, as well as a Series 14 and Series 24 principal exam. He also passed the Series 7 and Series 99TO exams. Daniel is a member of the firm's investment advisory team and is responsible for managing and advising on investment portfolios. He has a proven track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Daniel Kikosicki is an investment advisor representative at LPL Financial LLC. Daniel has been in the industry since July 6, 2023. Daniel is registered with FINRA and the state of Connecticut. Daniel holds Series 7, SIE, and 66 licenses. Daniel's firm specializes in providing investment advice and financial planning to individuals, businesses, and institutions. Daniel has experience in working with various client types, including high-net-worth individuals, corporations, and pension plans. Daniel is committed to providing personalized financial advice and helping clients achieve their financial goals.

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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.

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