ADVISOR BIO

Daniel Asorey is a financial advisor with UBS Financial Services Inc. with over 12 years of experience in the financial industry. Daniel holds both Series 7 and Series 63 licenses as well as a Series 65 license, and is registered in 27 states and territories. Daniel's experience includes prior roles at J.P. Morgan Securities LLC, AXA Advisors, LLC, and MORGAN STANLEY. Daniel has extensive experience providing a wide range of financial services including financial planning, portfolio management, pension consulting, and educational seminars. Daniel's expertise encompasses a wide range of clients, including individuals, corporations, pension plans, charitable organizations and insurance companies.

SPECIALIZATIONS

ADVISOR BIO

Daniel J. Biggs is an investment advisor representative with Knights Of Columbus Asset Advisors LLC. Daniel has been in the industry since December 2003 and currently holds Series 6, 63, and 65 licenses. He has prior experience as a Field Agent / Assistant General Agent with Knights of Columbus Insurance, and as a V.P. and Real Estate/Business Broker of Record with Biz Brokers International, LLC. Daniel has a broad range of experience serving the financial needs of individuals, pooled investment vehicles, insurance companies, and investment companies.

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ADVISOR BIO

Daniel James Bickel is an investment advisor representative at Corient. Daniel has been in the industry since 2011 and has a Series 65 license. Daniel is registered to provide investment advisory services in California and Texas. Daniel has previously worked with CIPW Service Company, LLC, Cost Segregation Authority, Corient Capital Partners, LLC, Captrust, The Church of Jesus Christ of Latter Day Saints, Olympus High, and Corient Services LLC. Daniel specializes in providing investment advisory services to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals. Daniel's firm, Corient, is a Registered Investment Adviser (RIA) with a total of 1341 clients and $118,191,936,095 in regulatory assets under management. Corient provides a range of investment advisory services including financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Daniel Francisco Portuondo is a registered representative of Citigroup Global Markets Inc. and is currently active in both the Broker-Dealer and Investment Advisor businesses. Daniel has been in the industry for approximately 1 year.

SPECIALIZATIONS

ADVISOR BIO

Daniel Li is a financial professional registered with Wells Fargo Clearing Services, LLC, a firm with over 19,000 employees. Daniel has over 4 years of experience in the financial services industry. Daniel specializes in investment consulting, financial planning, and portfolio management.

SPECIALIZATIONS

ADVISOR BIO

Daniel Alberto Cabello morasso is an Investment Advisor Representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Daniel has been in the industry for over 2 years and is registered to provide securities advice and investment advisory services in Alabama, Connecticut, Florida, Georgia, Massachusetts, New Jersey, New York, Pennsylvania, and Texas. Daniel has passed the Series 7TO, Series 66, and SIE exams.

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ADVISOR BIO

Daniel Jesus Perez pena is a financial advisor at UBS Financial Services Inc. in Miami, Florida. Daniel is registered with FINRA and the state of Florida. Daniel has been a registered investment advisor for more than 1 year.

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ADVISOR BIO

Daniel Felipe Vega is a financial advisor with Wells Fargo Clearing Services, LLC based in Miami, Florida. Daniel has been in the financial industry for 2 years and holds a Series 63, Series 6TO and SIE licenses. Daniel specializes in providing financial advice to individual clients, businesses, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Daniel Augusto Penalver is a financial advisor at Morgan Stanley. Daniel has been in the industry since 2007. Daniel holds Series 7, 66, and SIE licenses. Daniel is also a Chartered Financial Analyst. Daniel has been registered with Wells Fargo Advisors LLC since 2016. Daniel was previously registered with Itau International Securities Inc. and LaSalle Financial Services, Inc. Daniel is currently registered with the state of Florida and Texas. Daniel specializes in portfolio management, investment advice, and financial planning. Daniel provides services to a range of clients, including high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Daniel Restrepo Londono is a financial advisor at J.P. Morgan Securities LLC and has been in the industry since 2014. Daniel holds Series 7 and Series 66 licenses. Daniel also holds the Chartered Financial Analyst designation. Daniel has a wide range of experience working with different types of clients, including high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS