ADVISOR BIO

Daniel Adel is a financial advisor with over 30 years of experience in the industry. Daniel currently works at Planmember Securities Corp. in Lake City, FL. Daniel has a strong background in financial planning, portfolio management, and investment advisory services. Daniel is also a registered representative with FINRA and a registered investment advisor with the state of Florida.

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ADVISOR BIO

Daniel Kaiser is a financial advisor with UBS Financial Services Inc. Daniel has been in the financial services industry since July 2014 and has a Series 7 and Series 66 license, as well as the Securities Industry Essentials Examination. Daniel works with a wide range of clients including high net worth individuals, corporations, and charitable organizations. He is registered to provide investment advice in multiple states. Prior to joining UBS Financial Services Inc., Daniel was with Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Daniel Henley is a registered representative with MML Investors Services, LLC in the state of Florida. Daniel Henley has been in the financial services industry since June 8, 1997. Daniel Henley is also registered as an investment advisor representative with MML Investors Services, LLC in the state of Florida. Daniel Henley has passed the Series 6, Series 63 and SIE exams and is licensed in California, Florida, Virginia and Wisconsin. Daniel Henley's prior registrations were with New England Securities and Jefferson-Pilot Investor Services, Inc. Daniel Henley is a financial advisor with over 25 years of experience in the industry. Daniel Henley can provide financial advice to individuals, businesses, trusts, foundations, endowments, insurance companies, charitable organizations, pension and profit sharing plans, and state or municipal government entities.

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ADVISOR BIO

Daniel Orlando Orduz gonzalez is a registered representative with J.p. Morgan Securities LLC, a firm based in New York. Daniel is registered in Florida and is active in the securities industry. Daniel has obtained two securities exams: the Series 6TO and the SIE. Daniel specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.

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ADVISOR BIO

Daniel Charles Petika is a financial advisor with Wells Fargo Clearing Services, LLC. Daniel is a registered representative with FINRA and the state of Texas. Daniel has been in the financial services industry since August 1996. Daniel has experience working with clients of various types, including high-net-worth individuals, corporations, and pension plans. Daniel offers investment advisory services, including financial planning, portfolio management, and investment consulting.

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ADVISOR BIO

Daniel Brownsberger is a financial advisor with Firstrust, based in Daytona Beach, Florida. Daniel has been in the industry since 1989 and has experience working with a variety of clients, including high-net-worth individuals, pension plans, and other businesses. Daniel offers a range of financial planning and investment management services, including portfolio management, pension consulting, and selection of other advisors.

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ADVISOR BIO

Daniel MacHado is a registered representative with J.P. Morgan Securities LLC. Daniel has been working in the financial industry since August 2007 and is registered in Florida and Texas. He is also a registered investment adviser representative in Florida and Texas.

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ADVISOR BIO

Daniel Gilham is an Investment Advisor Representative at Farther. Daniel has been in the industry since January 4, 2008 and holds the Series 6, 7 and 66 licenses. Daniel's firm, Farther, is headquartered in San Francisco, CA, and manages over $2.18 billion in assets under management. Daniel is a Certified Financial Planner and has experience in the areas of portfolio management for individuals, financial planning, and pension consulting. Daniel has previously worked at Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Park Avenue Securities LLC.

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ADVISOR BIO

Daniel Womack is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Daniel has been in the industry since January 11, 2019, working previously for EDWARD JONES. Daniel is currently registered in Florida and Texas. Daniel has passed the Series 66, Series 7, and SIE exams. Daniel has experience working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals.

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ADVISOR BIO

Daniel V. Alvarez is a financial advisor at J.P. Morgan Securities LLC, located in Pembroke Pines, FL. Daniel V. Alvarez has been a registered representative since 2010. Daniel V. Alvarez has passed the Series 7, Series 66, and SIE exams. Daniel V. Alvarez was previously registered with CHASE INVESTMENT SERVICES CORP. and SIGNATOR INVESTORS, INC.. Daniel V. Alvarez is also a co-owner and landlord of MEDA HOLDINGS, LLC., a rental property company.

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