Years of Experience
5-20+ Years
PASADENA, MD
13 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Joseph Higgins is an investment advisor representative with Edward Jones. Daniel has been in the securities industry for over 11 years. Daniel's primary office location is in PASADENA, MD. Daniel has passed the Series 66, Series 7, and SIE exams. Daniel holds active securities licenses in 29 states and is currently registered in Maryland and Texas. Daniel has experience providing financial planning, pension consulting, and portfolio management for businesses and individuals.
SPECIALIZATIONS
ROCKVILLE, MD
34 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Sipe is a financial advisor with over 30 years of experience in the industry. Daniel currently works for Raymond James Financial Services Advisors, Inc. and is registered in 50 states for securities. Daniel is also registered for investment advisory services in three states. Daniel is also a general agent for a number of insurance companies.
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
27 Years Experience
0 Disclosures
ADVISOR BIO
Daniel John Covatta is a financial professional with over 20 years of experience in the securities industry. Daniel has been a registered representative with Keefe, Bruyette & Woods, Inc. since May 2014. Daniel also holds the Series 7, 24, 55, 57, and 79 licenses, as well as the SIE exam. Daniel's previous roles included positions at Stifel, Nicolaus & Company, Inc., Thomas Weisel Partners LLC, UBS Financial Services Inc., UBS Securities LLC, J.P. Morgan Securities Inc., Hambrecht & Quist LLC, BancBoston Robertson Stephens Inc., and BancAmerica Robertson Stephens. Daniel is registered to conduct business in all 50 states and the District of Columbia.
SPECIALIZATIONS
No specializations listed.
Owings Mills, MD
14 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Flattery Beadell is a registered representative with T. Rowe Price Advisory Services, Inc. in Owings Mills, MD. Daniel has been in the industry since 2011 and has a broad range of experience in the financial services industry.
SPECIALIZATIONS
Severn, MD
0 Disclosures
ADVISOR BIO
Daniel Messeca is a financial advisor with over 10 years of experience in the industry. Daniel currently works at Craftwork Capital LLC, where they specialize in financial planning, portfolio management for individuals and businesses, and pension consulting. Daniel is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. Previously, Daniel worked at NYLIFE Securities LLC, Cambridge Investment Research, Inc. and Securian Financial Services, Inc. Daniel has a diverse client base, serving high-net-worth individuals, corporations and other businesses, charitable organizations and individuals other than high-net-worth. Craftwork Capital LLC offers a variety of advisory services, including financial planning, portfolio management, selection of other advisors and pension consulting. They utilize a variety of compensation arrangements, including fixed fees, hourly charges, percentage of assets and performance-based fees.
SPECIALIZATIONS
Owings Mills, MD
6 Years Experience
0 Disclosures
ADVISOR BIO
Daniel J Martinez is an Investment Adviser Representative at T. Rowe Price Advisory Services, Inc. Daniel has been in the industry for over 10 years. Daniel has a Series 7, 63 and 66 license. Daniel works in the Owings Mills, MD office. T. Rowe Price Advisory Services, Inc. provides advisory services to corporations, individuals and other businesses.
SPECIALIZATIONS
TOWSON, MD
18 Years Experience
0 Disclosures
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.
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
FULTON, MD
9 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Dupuy is a registered investment advisor representative with Wealth Enhancement Advisory Services, LLC. Daniel has been working in the industry since 2016 and has Series 66, SIE, and Series 7 licenses. Daniel is also a registered investment advisor with Triad Advisors LLC and works in the Fulton, Maryland area.
SPECIALIZATIONS
