ADVISOR BIO

Daniel Hugh White is a financial advisor who has been in the industry since 1994. Daniel is currently registered with UBS Financial Services Inc. in Baltimore, Maryland. Daniel is also registered as an Investment Advisor Representative in Florida and Texas. Daniel has been a Registered Representative since July 6, 1994, and an Investment Advisor Representative since July 27, 1994. Daniel holds the Series 7, 63, and 65 securities licenses, as well as the SIE. Daniel also holds the Certified Financial Planner designation.

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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.

SPECIALIZATIONS

ADVISOR BIO

Daniel Lawson is a financial advisor with UBS Financial Services Inc. in Bethesda, MD. He has been in the industry since April 2011 and holds Series 66, Series 7 and SIE licenses. Daniel Lawson specializes in providing financial advice to individuals, families, and businesses. He is also a Registered Representative in Maryland and holds active registrations for various financial services in several states, including California, District of Columbia, Florida, Maryland, New Jersey, Pennsylvania, South Carolina, and Virginia.

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ADVISOR BIO

Daniel Reilly is a financial advisor with LPL Financial LLC. Daniel has been in the industry since June 1996 and is registered in 27 states. Daniel's specializations include financial planning, investment management, and retirement planning. Prior to joining LPL Financial LLC, Daniel was a financial advisor with Thornburg Securities Corporation and Wells Investment Securities, Inc.

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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.

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ADVISOR BIO

Daniel Cote is a financial advisor registered with LPL Enterprise, LLC, a firm located in Fort Mill, South Carolina. Daniel has been in the financial industry since 1997 and has held various positions at different firms, including UBS Financial Services Inc., Morgan Stanley, Merrill Lynch, and MetLife Securities Inc. Daniel has a broad range of experience and expertise in financial planning and investment management, particularly in the areas of portfolio management for businesses and individuals, as well as providing consulting and other non-discretionary advisory services. Daniel specializes in the areas of insurance, retirement planning, education funding, and estate planning.

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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.

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ADVISOR BIO

Daniel Edward Klosterman is a financial advisor with over 30 years of experience in the industry. Daniel currently works with LPL Financial LLC. Daniel's background includes experience with firms like Medallion Investment Services, Inc., Securities Service Network, Inc., IFG Network Securities, Inc., and Comprehensive Financial Services, Inc. Daniel has held a series 7, series 6, series 63, and series 65 license. Daniel provides financial planning, portfolio management for individuals, and portfolio management for businesses, as well as consulting and other non-discretionary advisory services.

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ADVISOR BIO

Daniel Tobik is an investment advisor representative at MML Investors Services, LLC. Daniel has been in the industry since November 2017. Daniel Tobik is also registered in Missouri as an investment advisor representative. Previously, Daniel Tobik has worked at Northwestern Mutual Investment Services, LLC and Wells Fargo Clearing Services, LLC. Daniel Tobik's firm specializes in providing advisory services for individuals, businesses, and retirement plans. Daniel Tobik's firm also specializes in providing financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

Daniel Frederick Goettel is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Daniel has been in the industry for over a year, and holds Series 7TO, Series 66 and SIE licenses. Daniel works with a variety of clients, including high-net-worth individuals, corporations and other businesses, and pension and profit-sharing plans. Daniel can provide investment advice and portfolio management services.

SPECIALIZATIONS