Years of Experience
5-20+ Years
HOUSTON, TX
13 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Timothy Tiprigan is a financial advisor who has been in the industry since August 2011. Daniel is currently registered with The Ayco Company, LP. Daniel has been with this firm since September 2011. Daniel is also registered with Mercer Allied Company, LP, where they worked previously. Daniel offers a range of services, including financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Daniel specializes in providing advice to individuals, high-net-worth individuals, and other investment advisors.
SPECIALIZATIONS
HOUSTON, TX
5 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Lime is a financial advisor with Ameriprise Financial Services, LLC, and has been in the financial services industry since 2018. Daniel has experience in providing financial planning and portfolio management services to individuals and businesses. Daniel holds FINRA Series 7, 63, and SIE licenses, and has previously worked with J.P. Morgan Securities LLC and AXA Advisors, LLC. Daniel currently works at the Ameriprise Financial Services, LLC location at 11 Greenway Plz, Ste 3000, Houston, TX 77046.
SPECIALIZATIONS
HOUSTON, TX
1 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Alexander Olano is a financial advisor who has been in the industry since August 8, 2023. Daniel is currently registered with Ameriprise Financial Services, LLC in Houston, Texas. Daniel holds a Series 7TO, Series 66, and a SIE license. Daniel has been employed with Ameriprise Financial Services, LLC since May 2023. Daniel has experience in financial planning, asset allocation services, pension consulting, educational seminars, and publication of periodicals. Daniel specializes in providing financial services to individuals, corporations, charitable organizations, insurance companies, trusts/estates and pension and profit-sharing plans.
SPECIALIZATIONS
HOUSTON, TX
3 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Fernandez is a financial advisor registered with UBS Financial Services Inc. Daniel has been in the industry since 2021 and is currently licensed to offer securities in Texas. Daniel previously worked at BANORTE SECURITIES INTERNATIONAL, LTD. in Houston, TX. Daniel is registered with FINRA and has the Series 7TO, SIE and Series 9 licenses. Daniel specializes in investment advisory services for individuals and businesses. Daniel is also experienced in offering financial planning services, pension consulting, educational seminars, and publication of periodicals.
SPECIALIZATIONS
HOUSTON, TX
23 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Brunello is a financial advisor registered with Alliancebernstein LP, a firm with over $50 billion in assets under management. Daniel has been in the industry since 2001 and has been with Alliancebernstein since 2004. Daniel provides investment advice to individuals, families, and institutions, specializing in asset allocation, portfolio management, and financial planning. Daniel holds a Series 7 and Series 63 license and is a Certified Financial Planner. Prior to joining Alliancebernstein, Daniel worked at UBS Financial Services Inc. and Sanders Morris Harris Inc.
SPECIALIZATIONS
HOUSTON, TX
15 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Patrick Bean is a financial professional with over 13 years of experience in the financial services industry. Daniel is registered with Goldman Sachs & Co. LLC and is licensed to conduct business in all 50 states, as well as Puerto Rico and the Virgin Islands. Daniel's specializations include investment advisory services, securities trading, and financial planning. At Goldman Sachs, Daniel focuses on serving the needs of high net worth individuals, corporations, and pooled investment vehicles.
SPECIALIZATIONS
HOUSTON, TX
14 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Gerardo Salazar is a financial advisor with UBS Financial Services Inc., a large financial firm with over $50 billion in assets under management. Daniel is a registered representative in Texas, having received his Series 7 and Series 66 licenses in 2011. He is also registered as an investment advisor representative in Texas and holds licenses in a number of other states including California, Colorado, Florida and many more. Daniel has been in the financial industry since 2011. He specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Daniel has a strong understanding of the financial markets and is committed to helping his clients achieve their financial goals. He is also active in the community and is involved in a number of charitable organizations. Daniel is a highly experienced and qualified financial advisor, who can provide personalized advice and guidance to help individuals and families reach their financial goals.
SPECIALIZATIONS
Houston, TX
6 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Alberto Sobarzo is a financial advisor with Ameriprise Financial Services, LLC, located in Houston, TX. Daniel has been in the financial services industry since 2018. Daniel holds licenses to provide financial advice in a number of states including Texas, California, Colorado, and more. Daniel is also registered with Ameriprise Financial Services, LLC and has been with the firm since 2023. Daniel has experience working with various client types including high net worth individuals, trusts/estates, pension and profit sharing plans, and more. Ameriprise Financial Services, LLC provides a variety of services to its clients, including financial planning, portfolio management, asset allocation services, pension consulting, and educational seminars.
SPECIALIZATIONS
Houston, TX
5 Years Experience
0 Disclosures
ADVISOR BIO
Danique E Van der velden is a registered representative and investment advisor representative with Alliancebernstein LP in Houston, Texas. Danique has been in the securities industry since August 2019. Danique has passed the Series 63, 66, SIE and Series 7 exams. Danique has registered with 22 states and is currently active with Alliancebernstein LP.
SPECIALIZATIONS
HOUSTON, TX
29 Years Experience
0 Disclosures
ADVISOR BIO
Darrell Ray Pennington has been in the financial services industry since December 1995. Darrell is currently a registered representative of Ameriprise Financial Services, LLC, and has been with the firm since March 2020. Before that, Darrell worked for IDS Life Insurance Company in Minneapolis, Minnesota, from December 1995 to July 2006. Darrell's primary focus is on providing financial planning and investment management services to a variety of clients, including individuals, families, corporations, and charitable organizations. Darrell is licensed to offer investment advice in 42 states and is committed to providing his clients with the highest level of service and expertise.
SPECIALIZATIONS