ADVISOR BIO

Dale Enright Smith is a financial advisor with over 25 years of experience in the industry. Dale is currently registered with B. Riley Wealth Advisors, Inc. and has been with the firm since 2022. Dale has held several previous positions with other firms including National Securities Corporation, VFinance Investments, Inc., Dawson James Securities, Inc., and JHS Capital Advisors, Inc. Dale is licensed to provide investment advice and securities services in Florida.

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ADVISOR BIO

Daniel Montano is a financial advisor with Singer Wealth Advisors LLC. Daniel is registered with the state of Florida and has been in the industry since December of 2016. Daniel works with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Daniel provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.

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ADVISOR BIO

Daniel Harry Reich is a financial advisor who has been working in the financial industry since 1993. Daniel is currently registered with Banyan Global Investment Advisors, LLC, and has been with the firm since 2012. Before that, Daniel was with Geoffrey Richards Securities Corp., Bear, Stearns & Co. Inc., Deutsche Banc Alex. Brown Inc., Lehman Brothers Inc., Pershing Trading Company, L.P., and Donaldson, Lufkin & Jenrette Securities Corporation. Daniel holds the Series 7, Series 4, Series 63, and Series 65 licenses. Daniel specializes in financial planning, portfolio management for individuals, and selection of other advisors. Daniel has experience working with high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.

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ADVISOR BIO

Daniel Robert Mallah is a financial advisor at UBS Financial Services Inc. Daniel is registered with FINRA and has been in the industry since 2018. Daniel is located in BOCA RATON, Florida. He has passed the Series 7 and SIE exams.

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ADVISOR BIO

Daniel E Korn is a financial advisor with over 25 years of experience in the financial services industry. Daniel is currently registered with Morgan Stanley. Before joining Morgan Stanley, Daniel was a financial advisor with TD Ameritrade, Inc. and ScotTrade, Inc.. Daniel holds the Series 6, 7, 10, 24, 63, and 66 licenses. Daniel has been working in the financial services industry since 1995. Daniel offers a variety of financial services, including asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.

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ADVISOR BIO

Daniel Erazo is a financial advisor with Osaic Wealth, Inc. Daniel is registered as a Registered Representative and Investment Advisor Representative in Florida. Daniel is a graduate of [insert educational information]. Daniel has been in the industry for 13 years. Daniel holds the Series 7, Series 66 and SIE exams. Daniel provides financial planning services to individuals, families, and businesses.

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ADVISOR BIO

Daniel Daley is a registered investment advisor representative with Ideas in Finance, Inc. and Your Financial Advocate, LLC. Daniel is licensed to provide investment advice in Florida, New York, Texas and Washington. Daniel has been in the industry for over 22 years and has a Series 66, Series 7 and SIE license. Daniel specializes in financial planning, portfolio management for individuals and selection of other advisors. Daniel has a proven track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Daniel Eduardo Sam quintana is an investment advisor with J.p. Morgan Securities LLC. Daniel has been in the industry since 2022. Daniel is registered to offer investment advice in Florida. Daniel specializes in providing financial planning, pension consulting, and portfolio management services.

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ADVISOR BIO

Daniel John Kraus is a financial advisor with Raymond James & Associates, Inc., based in Boca Raton, Florida. Daniel has been in the financial industry since 1981. Daniel has a wide range of experience and qualifications to provide clients with a comprehensive and personalized approach to financial planning.

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ADVISOR BIO

Daniel Roth Levene is a financial advisor with Fidelity Personal and Workplace Advisors. Daniel has been working in the financial industry since 1993. Daniel is registered with the Securities and Exchange Commission (SEC) and with the following states: Florida, Massachusetts, Nevada, New Jersey, New York, and Texas. Daniel is a Registered Representative of Fidelity Brokerage Services LLC. Prior to joining Fidelity Personal and Workplace Advisors, Daniel worked at Fidelity Brokerage Services LLC, Hanson McClain Securities, ALPS Distributors, Inc., BrokersXpress LLC, JHS Capital Advisors, Inc., Pointe Atlantic, Great Eastern Securities, Inc., Salomon Grey Financial Corporation, Sterling Financial Investment Group, Inc., UBS Financial Services Inc., Deutsche Bank Securities Inc., DB Alex. Brown LLC, JWGenesis Securities, Inc., Stanford Group Company, Prudential Securities Incorporated, and Greenway Capital Corp.

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