ADVISOR BIO

Daniel Preston Shaw is a financial professional with NC Securities, LLC. Daniel is registered in Maryland, and holds the Series 79TO and SIE exams. Daniel has been in the financial industry since April 13, 2023 and joined NC Securities, LLC on April 14, 2023.

SPECIALIZATIONS

ADVISOR BIO

Daniel Leon is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., with 9 years of experience in the industry. Daniel is registered to provide investment advice in 38 states, including Maryland, Texas, California and New York. Daniel has a wide range of experience in the financial services industry and is qualified to provide investment advice to individuals, businesses and institutions. Daniel holds several industry certifications, including the Series 66, Series 7, Series 9 and Series 10.

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ADVISOR BIO

Daniel Gordon is a financial advisor with over 30 years of experience in the industry. Daniel currently works for Grove Point Advisors, LLC, a firm with over 2 billion dollars in assets under management. Daniel is registered to provide investment advice and securities brokerage services in numerous states including California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Iowa, Maryland, New Mexico, New York, Pennsylvania and Virginia. In addition to his financial advising experience, Daniel has worked in accounting and taxation and has experience selling insurance.

SPECIALIZATIONS

ADVISOR BIO

Daniel K Otakie is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Towson, Maryland. Daniel has been in the industry since May 8, 2007. Daniel is a registered representative in Maryland and Texas. Daniel holds Series 6, 7, and 66 licenses. Daniel also has an active investment advisor representative registration in Texas. In addition to working for Merrill Lynch, Daniel has experience at Legg Mason Investor Services, LLC, Bank of America, N.A., and Arbonne International. Daniel's focus is on providing financial advice to individuals, businesses, and institutions.

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ADVISOR BIO

Daniel Graber is a registered investment advisor representative, associated with Kestra Advisory Services, LLC, and has been in the industry since 2014. Daniel holds licenses for Series 7 and Series 66 and is a registered investment advisor in Maryland. Daniel has experience in both Kestra Advisory Services, LLC and NFP Advisor Services, LLC. The firm has offices in Smithsburg, MD, and Austin, TX. Daniel specializes in providing financial planning, pension consulting, and selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Daniel Hyman is a registered representative with Northwestern Mutual Investment Services, LLC. Daniel has been in the industry for over a year and is licensed to provide investment advice in Maryland. Daniel’s office is located at 111 S Calvert St, STE 2500, Baltimore, MD 21202. Daniel holds the Series 63, Series 6TO and SIE exams.

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ADVISOR BIO

Daniel Gardiner is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Daniel has been in the financial industry for over 10 years. Daniel has a Series 66, Series 7TO and SIE license and holds registrations in Maryland, Texas, Delaware, District of Columbia, Florida, New Jersey, New York, Pennsylvania, Virginia and West Virginia. Daniel is a registered representative and investment advisor representative. Daniel specializes in portfolio management for individuals and businesses, as well as pension consulting. Daniel is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

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

ADVISOR BIO

Daniel Baker is a financial advisor with Harbor Investment Advisory, LLC. Daniel has been in the industry since 2019 and has experience in financial planning, pension consulting, and portfolio management. Daniel holds a Series 7, Series 66, and SIE license. Daniel has a record of working with a variety of clients including high-net-worth individuals, charitable organizations, corporations, and individuals other than high-net-worth. Daniel previously worked for Kestra Investment Services, LLC.

SPECIALIZATIONS

ADVISOR BIO

Daniel Everett is a financial advisor with T. Rowe Price Investment Services, Inc.. Daniel has been in the securities industry since 2014 and holds Series 6, 7, 63, and SIE licenses. Daniel is registered with FINRA and is licensed to sell securities in 53 states and districts.

SPECIALIZATIONS