Invested Better
Educational Seminars & Workshops Advisors in Palm Beach Gardens, Florida
1,142 Results
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Daniel Phillips is a registered representative with GWN Securities Inc. Daniel has been working in the financial services industry since 2001 and has been registered with the firm since 2014. Daniel is also a registered investment advisor. Daniel has offices in both Palm Beach Gardens, Florida and Jackson, New Jersey. The firm's main office is located in Palm Beach Gardens, Florida. Daniel also previously worked for The Investment Center, Inc., Security Distributors, Inc., and AXA Advisors, LLC. Daniel holds the Series 66, Series 7, and SIE licenses. Daniel specializes in providing financial planning, market timing services, and portfolio management services to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Joseph Fiala is a financial advisor with GWN Securities Inc., based in Palm Beach Gardens, FL. Daniel Joseph Fiala has been in the financial services industry since April 2014 and holds Series 6, 63, and 65 licenses, as well as the SIE exam. Daniel Joseph Fiala is registered to offer securities and investment advisory services in Colorado and Texas. In addition to their work with GWN Securities Inc., Daniel Joseph Fiala is also a Procurement Leader for Itron Incorporated, a commercial supplier of Electric, Gas and Water Smart meters. Daniel Joseph Fiala devotes approximately 20 hours per month to this role, which is not investment-related.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Allen Crooks is an Investment Advisor Representative with GWN Securities Inc. Daniel has been in the securities industry since 1991. Daniel is registered with FINRA (Financial Industry Regulatory Authority) as a Registered Representative. Daniel is also registered with the State of Ohio as an Investment Advisor Representative. Daniel has a Series 63 license and a SIE license. Daniel has experience in the investment industry, and provides investment advisory services to individuals. Daniel has also been selling Long Term Care and Health Insurance since 2011.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc. | CFP ®,CFA ® (Certifications)

location

PALM BEACH GARDENS, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Tumba is a financial advisor with over 16 years of experience in the financial services industry. He currently works with Merrill Lynch, Pierce, Fenner & Smith Inc. in the Palm Beach Gardens, FL area. Daniel has a strong focus on providing personalized financial advice and portfolio management for individuals and businesses. He is also skilled in the areas of retirement planning and investment management. He is registered with the state of Florida as an Investment Advisor Representative. Daniel has a background in financial planning and investment management. He is also a Certified Financial Planner and a Chartered Financial Analyst. Daniel is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

LPL Financial LLC

location

PALM BEACH GARDENS, FL

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Daniel Gikher is a financial advisor registered with LPL Financial LLC. Daniel has been in the financial services industry since 2003 and has worked with several financial institutions. Prior to joining LPL Financial LLC, Daniel worked at J.P. Morgan Securities LLC and IFMG Securities, Inc. Daniel is currently licensed in Florida and New York. He specializes in providing financial planning, portfolio management, and investment consulting services to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Cetera Investment Advisers LLC

location

PALM BEACH GARDENS, FL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Daniel George Cameron is a financial advisor with Cetera Investment Advisers LLC in PALM BEACH GARDENS, FL. Daniel George Cameron has been a registered financial advisor since April 20, 2004. Daniel George Cameron holds the following licenses: Series 6, Series 62, Series 63, Series 65 and SIE. Daniel George Cameron is also registered with Cetera Investment Advisers LLC in NJ and previously worked for PTS BROKERAGE, LLC, METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. and INTERSECURITIES, INC.. Daniel George Cameron has been in the financial industry for over 19 years.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

14 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Daniel Lentini Rey is a financial professional with over 12 years of experience in the securities industry. Daniel is currently registered with GWN Securities Inc. and has held previous positions with PLANMEMBER SECURITIES CORPORATION. Daniel is a licensed insurance agent and has experience in providing financial planning, market timing services, and selection of other advisors. Daniel holds Series 6, Series 63, Series 65, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Morgan Stanley | CFP ®,CFA ® (Certifications)

location

Palm Beach Gardens, FL

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Daniel Crady is a financial advisor with Morgan Stanley. Daniel has been in the industry since 1998 and is registered with the state of Florida and Texas. Daniel is also a Certified Financial Planner and a Chartered Financial Analyst. Daniel has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Securities, LLC, Prudential Securities Incorporated and Olde Discount Corporation. Daniel has a focus on clients including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies and investment companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Lincoln Investment

location

PALM BEACH GARDENS, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Daniel McAvoy is a financial advisor who has been active in the industry since February 2021. Daniel is currently registered with Lincoln Investment and Capital Analysts in New York. Daniel holds a Series 7TO and SIE license. Daniel has experience working in the financial industry, specifically with American Portfolios Financial Services, Inc. Previously, Daniel worked with Angelo Planning Group, Town of Perinton, Siena College, and The Legend Group.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

GWN Securities Inc. | CFP ® (Certifications)

location

PALM BEACH GARDENS, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Daniel James Otto is an active investment advisor representative with GWN Securities Inc. based in Palm Beach Gardens, FL. Daniel has been working in the financial services industry since 2008. Daniel James Otto holds a Series 66, Series 31, and Series 7 license. Daniel is also a Certified Financial Planner. Daniel has experience working with individuals, corporations, and high-net-worth individuals. Daniel James Otto specializes in financial planning, market timing services, and selection of other advisers.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services

Need help matching

with the right advisor?