Years of Experience
5-20+ Years
GERMANTOWN, TN
38 Years Experience
1 Disclosures
ADVISOR BIO
Daniel Woodend is a financial advisor with over 30 years of experience in the industry. Daniel is currently registered with Ameriprise Financial Services, LLC and has been with the firm since 2005. Daniel is also registered with the states of Arkansas, Tennessee and Texas. Prior to joining Ameriprise, Daniel has been registered with several firms including IDS Life Insurance Company, First Investors Corporation, Powell & Satterfield, Inc., Equity Services, Inc. and Duncan-Williams, Inc. Daniel holds the Series 7, Series 52 and Series 66 licenses as well as the SIE exam. Daniel specializes in providing financial planning, asset allocation services, educational seminars, publication of periodicals, selection of other advisers and portfolio management for individuals and businesses.
SPECIALIZATIONS
NASHVILLE, TN
17 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Wunderlich is a financial advisor with over 10 years of experience in the financial services industry. Daniel has been with UBS Financial Services Inc. since February 2018. Before that, he was with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Franklin, TN. Daniel is a Series 66, Series 7, Series 9, Series 10, Series 31, and SIE exam holder. Daniel specializes in providing financial advice to individuals, businesses, and institutions.
SPECIALIZATIONS
NASHVILLE, TN
6 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Lukas Watson is an investment advisor representative with Alliancebernstein LP, a registered investment advisor with over $50 billion in assets under management. Daniel Watson has been in the financial services industry for over 10 years. Daniel Watson is registered to offer advisory services in Alaska, Arizona, California, Colorado, Hawaii, Idaho, Montana, Nevada, New Mexico, Oregon, Tennessee, Utah, Washington, and Wyoming. Daniel Watson is also registered as a Registered Representative and an Investment Advisor Representative in Tennessee.
SPECIALIZATIONS
MURFREESBORO, TN
14 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Gregory Sheible is a financial advisor with over 11 years of experience in the industry. Daniel is currently registered with LPL Financial LLC and has previously worked for CUNA Brokerage Services, Inc., VALIC Financial Advisors, Inc., and Edward Jones. Daniel is licensed to provide financial advice in Alabama, Arkansas, California, Florida, Georgia, Indiana, Kentucky, Michigan, Ohio, Oklahoma, Tennessee, and Texas. He is committed to providing personalized financial guidance to help clients achieve their financial goals.
SPECIALIZATIONS
Memphis, TN
10 Years Experience
1 Disclosures
ADVISOR BIO
Daniel Jamal Threlkeld is a financial professional with over 8 years of experience in the industry. Daniel is currently registered with MML Investors Services, LLC and has offices in Memphis, TN and Collierville, TN. Daniel previously worked with Northwestern Mutual Investment Services, LLC in Murfreesboro, TN. Daniel is a Series 6, 7TO, 63 and 65 licensed advisor and specializes in financial planning, portfolio management, and pension consulting for individuals, businesses, and organizations.
SPECIALIZATIONS
KNOXVILLE, TN
11 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Ray Griffey is a registered representative with LPL Financial LLC and Wealthcare Advisory Partners LLC. Daniel has been in the industry since October 2013 and is licensed to provide investment advisory services in multiple states. Daniel has experience working with various clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and retirement plans. Daniel is committed to providing personalized financial advice and helping clients achieve their financial goals.
SPECIALIZATIONS
MORRISTOWN, TN
9 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Matthew Zitt is a registered investment advisor representative with First Horizon Advisors, Inc.. Daniel has been in the securities industry since 2014. Daniel is registered with the state of Tennessee. Daniel has a Series 66, Series 7, and SIE license. Daniel is affiliated with First Horizon Advisors, Inc. and has been with the firm since 2017. Daniel's previous employer was FTB Advisors, Inc., where he was employed from 2014 to 2015. Daniel has a background in investment-related sales of insurance and annuities through First Horizon Advisors, Inc. and its affiliated entities.
SPECIALIZATIONS
BRENTWOOD, TN
15 Years Experience
0 Disclosures
ADVISOR BIO
Daniel James Conway is an active investment advisor with over 9 years of experience in the industry. Daniel is currently a registered representative with Goldman Sachs & Co. LLC and holds licenses in the securities and commodities industries. Daniel has a broad range of specializations including providing financial planning, portfolio management, and educational seminars. Previously, Daniel was employed by Mercer Allied Company, L.P. from December 2009 to September 2018.
SPECIALIZATIONS
NASHVILLE, TN
9 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Donovan is a financial advisor with Alliancebernstein LP. He has been in the financial industry since January 14, 2016. Daniel Donovan is registered in Tennessee. Daniel Donovan specializes in Asset Allocation, Portfolio Management for Businesses, Individuals, Investment Companies and Pooled Investment Vehicles, Financial Planning, Publication of Periodicals and Selection of Other Advisers.
SPECIALIZATIONS
GERMANTOWN, TN
1 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Brown is a financial professional with over 2 years of experience in the financial services industry. Daniel is registered with Cetera Investment Advisers LLC in Tennessee. Daniel has a Series 7TO, Series 63, Series 65, and SIE licenses, and is registered in 27 states. Daniel provides financial planning, portfolio management, and educational seminars to individuals and businesses.
SPECIALIZATIONS