Years of Experience
5-20+ Years
SEVEN FIELDS, PA
0 Disclosures
ADVISOR BIO
Daniel Fredric Rea is an investment advisor representative with NFI, LLC. Daniel has been in the industry since January 1994 and holds a Series 65, 63, 51, 24 and 7. Daniel is a Certified Financial Planner™ professional. Daniel also has a license to sell insurance.
SPECIALIZATIONS
PHILADELPHIA, PA
19 Years Experience
0 Disclosures
ADVISOR BIO
Daniel J Blum is a financial advisor currently registered with Janney Montgomery Scott LLC. Daniel J Blum is also a registered investment advisor representative in Pennsylvania, New Jersey, and Delaware. Daniel J Blum has been in the industry since 2006. Prior to joining Janney Montgomery Scott LLC, Daniel J Blum was employed by BMO Capital Markets Corp. and NF Clearing, Inc. Daniel J Blum specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Pension Consulting, and Selection of Other Advisors. Daniel J Blum holds the Series 63, 66, 7, 24, 99TO, and SIE licenses.
SPECIALIZATIONS
ZELIENOPLE, PA
1 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Ian Sutherland is an investment advisor representative at Edward Jones. He has been in the industry since January 2024 and is registered in Maryland, Ohio, Pennsylvania, and Virginia. He is also a registered investment advisor in Pennsylvania. Daniel holds the Series 7TO, Series 66, and SIE exams.
SPECIALIZATIONS
CONSHOHOCKEN, PA
18 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Mitchell is a financial professional with over 15 years of experience in the financial services industry. Daniel is currently registered with Wells Fargo Clearing Services, LLC. Daniel has held previous positions at RBC Capital Markets, LLC and UBS Financial Services Inc. Daniel is Series 3, 7, 9, 10, 66, and SIE licensed. Daniel provides investment advice to individual and institutional clients, and offers financial planning services.
SPECIALIZATIONS
MALVERN, PA
10 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Cacioppo is an Investment Advisor Representative with Vanguard Advisers, Inc. He has been working in the financial industry since December 2014. Daniel is registered with the state of Pennsylvania and holds the Series 6, 7TO, 63 and 65 licenses. Daniel is an active advisor and is dedicated to providing financial advice to individual and institutional clients.
SPECIALIZATIONS
Pittsburgh - South Hills, PA
17 Years Experience
0 Disclosures
ADVISOR BIO
Daniel C. Richmond is a financial advisor who has been in the industry since April 24, 2008. Richmond is currently registered with Robert W. Baird & Co. Inc. and has been with the firm since October 2022. Previously, Daniel C. Richmond was registered with HEFREN-TILLOTSON, INC. Richmond holds a Series 66, Series 7 and SIE licenses.
SPECIALIZATIONS
Pittsburgh, PA
11 Years Experience
0 Disclosures
ADVISOR BIO
Daniel John Swiderski is a registered representative of Morgan Stanley, based in Pittsburgh, Pennsylvania. Daniel Swiderski has been in the securities industry since August 28, 2013. Daniel Swiderski is a registered representative in 36 states and 2 Investment Adviser Representative registrations. Daniel Swiderski is registered with FINRA (Financial Industry Regulatory Authority) and has a Series 66 license.
SPECIALIZATIONS
DALLAS, PA
12 Years Experience
1 Disclosures
ADVISOR BIO
Daniel Fuhr is an investment advisor representative at Citizens Securities, Inc. with over 10 years of experience in the financial services industry. Daniel holds Series 6, 7, 63 and 65 licenses. His primary focus is providing portfolio management for individuals and businesses. He is also an active member of the Wyoming Valley Christian Softball League. Daniel is committed to providing his clients with personalized service and helping them reach their financial goals.
SPECIALIZATIONS
PITTSBURGH, PA
38 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Koller is a financial advisor at Cetera Investment Advisers LLC and has been working in the financial industry since 1986. Daniel has a diverse background, having worked at various firms like LPL Financial LLC, Fifth Third Securities, Inc., PNC Investments, and J.J.B. Hilliard, W.L. Lyons, Inc., before joining Cetera Investment Advisers LLC. Daniel specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Daniel is committed to helping clients achieve their financial goals and has a strong track record of success in this field.
SPECIALIZATIONS
FORT WASHINGTON, PA
0 Disclosures
ADVISOR BIO
Daniel Barram is an investment advisor representative with Prosperity Advisers, LLC, a registered investment advisor. Daniel specializes in providing financial planning and portfolio management for individuals. Daniel holds a Series 65 license and has been in the industry since 2012. Daniel has been with Prosperity Advisers, LLC since 2016.
SPECIALIZATIONS