ADVISOR BIO

Daniella Bertoldi is a financial professional with J.P. Morgan Securities LLC and has been in the industry since January 3, 2023. Daniella holds the Series 6TO and SIE licenses and is registered in Florida. Daniella's primary office is located in Gainesville, Florida at 1340 W University Ave Ste20 FL1.

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ADVISOR BIO

Danielle Sagan is an investment advisor representative who has been active in the financial services industry since 2023. Danielle Sagan is registered with Edward Jones and is currently licensed in Florida and Texas. Danielle Sagan offers a range of services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Danielle Sagan's firm has a wide range of client types, including individuals, families, small businesses, retirement plans, and charitable organizations.

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ADVISOR BIO

Danielle Boerger is an Investment Advisor Representative with Florida Financial Advisors, LLC. Danielle is registered with the state of Florida and has been in the industry since October 2023. Danielle specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. She is licensed to offer financial planning services with a focus on high net worth individuals and individuals other than high net worth individuals. The firm has a total of 1371 accounts under management, with 1371 discretionary accounts and 0 non-discretionary accounts.

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ADVISOR BIO

Danielle Brooke Eime is a registered representative with Wells Fargo Clearing Services, LLC. Danielle has been in the financial services industry since August 2017. Danielle is licensed to provide investment advice in Arkansas, Florida, Massachusetts, Missouri, and Utah. Danielle has passed the Series 66, Series 7, Series 9, Series 10, and Series 24 exams. Danielle offers financial planning, investment consulting services to institutional clients, portfolio management for businesses and individuals, selection of other advisors and pension consulting.

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ADVISOR BIO

Danielle Nestor is a financial advisor with over 25 years of experience in the financial services industry. Danielle has worked at several prominent firms including UBS Financial Services, SunTrust Securities, and PaineWebber. Danielle holds Series 7, 9, 10, 63, and 66 licenses. Danielle is currently registered with Morgan Stanley and is located in Fort Lauderdale, FL. Danielle is dedicated to providing personalized financial advice to her clients to help them achieve their financial goals.

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ADVISOR BIO

Danielle Dilella is a financial advisor registered with MML Investors Services, LLC. Danielle has been working in the financial industry since 2011, and has experience with a variety of firms, including Northwestern Mutual Investment Services, LLC, UBS Financial Services Inc., and Ameriprise Financial Services, Inc. Danielle has a Series 7, Series 66, and SIE licenses. Danielle specializes in working with a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, and foundations.

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ADVISOR BIO

Danielle Guzman is an investment advisor representative associated with LPL Financial LLC, headquartered in Orlando, Florida. Danielle is registered as a registered representative and investment advisor in the state of Florida and has been in the industry since July 2011. Danielle has a strong background in the financial services industry, specializing in both investment advisory and brokerage services. She is dedicated to providing clients with comprehensive financial planning and investment management services. Danielle Guzman has passed the Series 66, Series 7, and SIE exams.

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ADVISOR BIO

Danielle Louise Littlefield is a financial advisor with LPL Financial LLC in Jacksonville, FL. Danielle has been in the financial services industry since January 26, 2015. Prior to joining LPL Financial LLC, Danielle was affiliated with Commonwealth Financial Network and Fidelity Brokerage Services LLC. Danielle holds Series 63, Series 66, Series 7 and SIE securities licenses, as well as a license to conduct investment advisory business in Florida. Danielle also has experience with a variety of client types, including high-net-worth individuals, corporations and businesses, individuals, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Danielle Tarasen is a registered representative at Raymond James & Associates, Inc. Danielle has been in the industry since 2012 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Previously Danielle has worked at UBS Financial Services Inc. and UBS Financial Services Incorporated of Puerto Rico. Danielle holds the Series 7 and SIE licenses. Danielle's areas of expertise include financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars.

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ADVISOR BIO

Danielle Krise is a financial advisor with Raymond James & Associates, Inc. Danielle has been in the financial services industry for over 20 years and has experience in a variety of areas. Danielle holds Series 63, Series 65, and Series 7 licenses. Danielle specializes in a wide range of financial services including portfolio management for individuals and businesses, financial planning, and pension consulting. Danielle is currently registered in 28 states.

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