ADVISOR BIO

Daniel Larrabee is an Investment Advisor Representative registered with Rembert Pendleton Jackson in Vienna, VA. Daniel has been in the industry since 2012. Daniel is also a Certified Financial Planner. Daniel has a Series 65 license, having passed the Uniform Investment Adviser Law Examination on June 14, 2021. Daniel has been employed by Rembert Pendleton Jackson since April 2021. Prior to joining Rembert Pendleton Jackson, Daniel worked for Bogart Wealth, Financial 360, LLC, Keswick Hall and Golf Club, and Glenmore Country Club.

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ADVISOR BIO

Daniel Trosch is an investment advisor representative with West Financial Services, Inc. Daniel has been in the financial services industry for over 30 years and holds the Chartered Financial Analyst designation. Daniel has experience working with a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Daniel provides a variety of financial services, including financial planning, portfolio management, and pension consulting. Daniel's previous experience includes working at United Brokerage Services, Inc., LPL Financial LLC, Lincoln Financial Advisors Corporation, and Northwestern Mutual Investment Services, Inc.

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ADVISOR BIO

Daniel Roach is a financial advisor with over 20 years of experience in the financial services industry. Daniel is currently registered with TIAA-CREF Individual & Institutional Services, LLC in Virginia, and has previously worked for Wells Fargo Advisors Financial Network, LLC, Wachovia Securities, LLC, and First Clearing, LLC. Daniel holds several licenses and certifications, including Series 3, 4, 7, 9, 10, 24, and 66. Daniel's areas of specialization include Financial Planning, Portfolio Management for Individuals, and Selection of Other Advisors. Daniel is also a passive partial owner of Bahn Mi, LLC, a Washington, DC business, but this is not an investment related activity.

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ADVISOR BIO

Daniel Grandstaff is an investment advisor representative at Wells Fargo Clearing Services, LLC. Daniel has been in the industry since January 15, 1992. Daniel holds a Series 3, Series 7, Series 9, Series 10, Series 63 and Series 65 licenses. Daniel has specialized in providing financial advice to individuals, businesses, and institutions. Daniel is also a Certified Financial Planner. Daniel has previously worked at Morgan Stanley, Citigroup Global Markets Inc., and A.G. Edwards & Sons, Inc.

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ADVISOR BIO

Daniel Marcus is a financial advisor with UBS Financial Services Inc., working in the industry since 1989. He holds multiple licenses, including Series 3, 7, and 63. Daniel currently holds registrations in several states and the District of Columbia, along with the District of Columbia and Texas. Daniel specializes in a variety of financial services including portfolio management, financial planning, and pension consulting.

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ADVISOR BIO

Daniel Albert Rowe is an investment advisor representative for Heritage Wealth Advisors and is currently registered in Virginia. Daniel has been working in the financial services industry since November 2017. In addition to his role at Heritage Wealth Advisors, Daniel has held positions at Foresters Financial Services, Inc. and Cetera Investment Services LLC. Daniel is licensed to provide investment advice to individuals, corporations, high-net-worth individuals, charitable organizations, and pooled investment vehicles. Daniel specializes in financial planning, pension consulting, and portfolio management. Daniel offers a variety of investment advisory services, including tax preparation and the selection of other advisors.

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ADVISOR BIO

Daniel George Kleinschuster is an active investment advisor representative, registered with &partners and UBS FINANCIAL SERVICES INC. Daniel George Kleinschuster has been in the industry since 2000 and is licensed in 29 states. Daniel George Kleinschuster holds Series 31, Series 7, and Series 63 licenses and has a strong focus on providing financial planning and portfolio management services for individuals, businesses, and institutional clients. Daniel George Kleinschuster is registered with both FINRA and the SEC and has specialized expertise in providing a broad range of financial services including investment management, retirement planning, and insurance.

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ADVISOR BIO

Daniel Lee is a financial advisor at Wells Fargo Clearing Services, LLC, a firm with over 10 billion dollars in assets under management. Daniel Lee is registered with FINRA and has been in the securities industry since June 2022. Daniel Lee holds a Series 63 and a Series 65 license as well as the Series 6TO and SIE licenses. Daniel Lee is registered with the state of Virginia as well as District of Columbia, Georgia, and Maryland. Daniel Lee provides investment consulting services to institutional clients, financial planning services, and portfolio management for businesses and individuals.

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ADVISOR BIO

Daniel Ludwin is a financial advisor based in Richmond, VA. Daniel has been in the industry for over 25 years. Daniel currently works at Salomon And Ludwin and has held previous roles at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, WELLS FARGO ADVISORS, LLC, FIRST UNION CAPITAL MARKETS CORP., and RAUSCHER PIERCE REFSNES, INC. Daniel offers financial planning and portfolio management services to individuals and investment companies. Daniel also conducts educational seminars.

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ADVISOR BIO

Daniel Stephen Ledger is a registered representative with Edward Jones. Daniel has been in the financial services industry since 2017. Daniel has series 7, 66 and SIE licenses. Daniel is also registered in several states including Virginia, Indiana, Massachusetts, Florida, Kentucky, North Carolina, South Carolina, and West Virginia. Daniel's office is located in Farmville, Virginia.

SPECIALIZATIONS