Years of Experience
5-20+ Years
CHEVY CHASE, MD
16 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Aaron Slacter is an investment advisor representative at RBC Capital Markets, LLC. Daniel has been in the industry since 2008 and is registered with FINRA and several states. He is also an Investment Advisor Representative. Daniel holds the Series 7, Series 66 and SIE licenses. Daniel specializes in working with individuals, corporations, employee benefit plans, endowment funds, foundations, family trusts, and various capital/operating funds. Daniel's office is located in Chevy Chase, Maryland.
SPECIALIZATIONS
BETHESDA, MD
5 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Friedman is a financial advisor with Broadoak Asset Management, LLC. Daniel has been in the financial industry since August 15, 2019. Daniel holds a Series 63, Series 65, Series 79TO and SIE. Daniel's firm, Broadoak Asset Management, LLC, is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm has a total of eight clients and manages $370,973,419 in assets. The firm primarily provides portfolio management services for pooled investment vehicles. Daniel is a registered representative in California and Maryland.
SPECIALIZATIONS
Baltimore, MD
0 Disclosures
ADVISOR BIO
Daniel Hill is a financial advisor with Morgan Stanley & Co. LLC and has been in the industry since 2024. Daniel holds the Series 99TO (Operations Professional Examination) and SIE (Securities Industry Essentials Examination) licenses.
SPECIALIZATIONS
No specializations listed.
Owings Mills, MD
8 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Benavente Vaira is a financial advisor with T. Rowe Price Investment Services, Inc., registered with FINRA and licensed in 53 states. Daniel began their career in the financial services industry on July 13, 2016. Daniel passed the Series 7 and SIE exams, and the Uniform Securities Agent State Law Examination (Series 63).
SPECIALIZATIONS
No specializations listed.
Towson, MD
0 Disclosures
ADVISOR BIO
Daniel Gerald Lysik is a Registered Investment Advisor Representative at Miller Value Partners, LLC. Daniel has been in the securities industry for over 25 years. His primary employment was with Morgan Stanley & Co., Incorporated, where he worked from September 1994 to January 1996, followed by Paine Webber Incorporated from November 1993 to August 1994. Daniel has a strong background in finance, holding the Series 7 and Series 8 licenses, and is also a Chartered Financial Analyst. He is currently registered to provide investment advisory services in Maryland. Miller Value Partners, LLC is a firm specializing in portfolio management for individuals, investment companies, pooled investment vehicles, and businesses. They offer a range of services, including SMA model program and performance-based fees, with approximately $237,703,261 in assets under management.
SPECIALIZATIONS
HAGERSTOWN, MD
25 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Norris is a registered representative of MML Investors Services, LLC. Daniel has been in the securities industry since 1999 and has held various positions in the industry. Daniel has experience in providing financial planning, portfolio management and educational seminars to individuals, corporations and trusts. Daniel is also an independent insurance agent, owner of a rental property and a member of the Waco FCA Leadership Board. Daniel currently provides services from the Hagerstown, MD office of MML Investors Services, LLC.
SPECIALIZATIONS
Rockville, MD
17 Years Experience
0 Disclosures
ADVISOR BIO
Daniel J. Twomey is a financial advisor with over 16 years of experience in the financial services industry. Daniel currently works at Morgan Stanley and is registered with the state of Maryland as well as the state of Texas. Daniel's previous experience includes working at Citigroup Global Markets Inc. Daniel is a registered representative with FINRA and holds both the Series 7 and Series 66 licenses.
SPECIALIZATIONS
BALTIMORE, MD
31 Years Experience
3 Disclosures
ADVISOR BIO
Daniel Verbic is a financial advisor at Stifel, Nicolaus & Company, Inc. Daniel has been in the financial services industry since 1993. Daniel has a Series 3, Series 7, and Series 63 license and is registered in 21 states, including Alabama, California, Colorado, and Connecticut. Daniel is a financial advisor with experience in providing financial planning, portfolio management, and other investment advisory services.
SPECIALIZATIONS
Columbia, MD
17 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Jonathan Brown is a financial advisor who has been in the industry for over 16 years. Daniel is currently registered with Commonwealth Financial Network and has been with the firm since March 2017. Prior to joining Commonwealth Financial Network, Daniel was with Ameriprise Financial Services, Inc. Daniel is a Series 63, 66, and 7 licensed representative, and he holds a Series SIE certification. Daniel specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.
SPECIALIZATIONS
ROCKVILLE, MD
8 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Abraham Ball is a financial advisor with SPC Financial Inc. located in Rockville, MD. Daniel has been in the financial industry since 2016 and holds a Series 66, Series 7, Series 9, Series 10, and SIE license. Daniel has been registered as a financial advisor in 45 states and the District of Columbia. SPC Financial Inc. specializes in providing financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors.
SPECIALIZATIONS
