Years of Experience
5-20+ Years
BETHESDA, MD
19 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Owen Clarke is a financial advisor in Bethesda, Maryland with over 17 years of experience in the financial services industry. Daniel has a strong track record of providing investment advice and financial planning to clients across a variety of needs. Daniel is registered with Wells Fargo Clearing Services, LLC and holds the Series 7, Series 31, Series 66, and SIE licenses. Daniel is also a Certified Financial Planner.
SPECIALIZATIONS
BETHESDA, MD
10 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Bryan Clements is a financial advisor registered with Creative Planning, LLC. Daniel Bryan Clements has been in the industry since July 28, 2015. Daniel Bryan Clements is registered to offer investment advisory services in Maryland, Virginia, the District of Columbia, Florida and North Carolina. Daniel Bryan Clements is also registered to offer securities-related services in Virginia.
SPECIALIZATIONS
SALISBURY, MD
28 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Livingston is a financial advisor with over 25 years of experience in the industry. Daniel is registered with LPL Financial LLC and holds a Series 7, Series 24, Series 63, and Series 65 license. Daniel has experience working in investment management and financial planning. Daniel Livingston is a Certified Financial Planner. Daniel is also involved in the real estate rental business and owns a woodworking business as a hobby. Daniel Livingston is committed to providing personalized financial advice to help clients achieve their financial goals.
SPECIALIZATIONS
Bel Air, MD
16 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Aloysius Petro is a financial advisor with RBC Capital Markets, LLC. Daniel Petro has been in the financial services industry since 2009. Daniel Petro is registered with the state of Maryland and Texas. Daniel Petro is also registered with FINRA and is a Certified Financial Planner. Daniel Petro has experience working with individual investors, high net worth individuals, corporations, and other institutions. Daniel Petro provides financial planning, portfolio management, and other financial services to clients.
SPECIALIZATIONS
BETHESDA, MD
0 Disclosures
ADVISOR BIO
Daniel Cohen is a registered Investment Advisor Representative with Macroview Investment Management LLC in Bethesda, MD. Daniel Cohen has been in the industry since January 2010. Daniel Cohen currently holds a Series 65 license. Daniel Cohen is also registered with the states of Maryland and Virginia.
SPECIALIZATIONS
BETHESDA, MD
31 Years Experience
0 Disclosures
ADVISOR BIO
Daniel John Ialeggio is an Investment Advisor Representative associated with Steward Partners Investment Advisory, LLC, and has been in the industry since April 21, 1994. Daniel has been registered with Steward Partners Investment Advisory, LLC since January 2016. Daniel is also associated with Steward Partners Global Advisory. Previously, Daniel worked with Raymond James Financial Services, Inc., Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., First Union Securities, Inc., First Union Capital Markets Corp., and Smith Barney Inc. Daniel holds Series 7, 31 and 63 licenses, as well as the Series 65 and SIE exams. Daniel is also a Certified Financial Planner. Daniel has worked with a variety of clients including high net worth individuals, corporations, charitable organizations, and pension plans.
SPECIALIZATIONS
Lutherville, MD
10 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Benkoski is a financial advisor with Morgan Stanley. Daniel has been in the industry since 2015 and holds the Series 7, Series 66 and SIE licenses. Daniel has been registered with Morgan Stanley since 2015, working in various locations including Charlotte, NC and Charleston, SC. Previously, Daniel worked with AXA Advisors in Bala Cynwyd, PA. Daniel has experience working with clients in various industries, including individuals, businesses, investment companies, pension plans, insurance companies and charitable organizations.
SPECIALIZATIONS
BALTIMORE, MD
0 Disclosures
ADVISOR BIO
Daniel Forbes Dent is a financial advisor based in Baltimore, Maryland, with over 40 years of experience. Daniel is registered with the state of Maryland and is a Chartered Financial Analyst. Daniel specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Daniel is currently employed at D.f. Dent AND Company, Inc., which has offices in Baltimore.
SPECIALIZATIONS
Hunt Valley, MD
15 Years Experience
1 Disclosures
ADVISOR BIO
Daniel Colligan is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Daniel has been working in the financial services industry since 2008 and has experience with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Daniel provides a range of services, including portfolio management, financial planning, and investment research. Daniel is licensed to offer securities in Maryland. Daniel has Series 6, 7, 63, and 66 licenses. Daniel is a consultant with Walmart Spark.
SPECIALIZATIONS
ANNAPOLIS, MD
30 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Sean Phelan is an Investment Advisor Representative with RBC Capital Markets, LLC. Daniel has been in the securities industry since May 1995. Daniel has a Series 63, Series 65, Series 7, Series 9, Series 10, and Series 31 license. Previously, Daniel was a registered representative with Ferris, Baker Watts, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
SPECIALIZATIONS
