ADVISOR BIO

Daniel Clendenin is an investment advisor representative with Cary Street Partners. Daniel has been in the industry for over 15 years and is registered in 27 states. Daniel holds the Series 66, Series 7, and SIE exams. Daniel has experience working with individual clients, as well as corporations, trusts, and charitable organizations.

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ADVISOR BIO

Daniel Oscar Uribe is a registered investment advisor representative at Private Advisor Group, LLC. Daniel has been in the financial services industry since 2008. Daniel is registered with the following states: Alabama, Arizona, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Kentucky, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington and West Virginia. Daniel is also registered with the Securities Industry and Financial Markets Association (FINRA) as a registered representative. Daniel holds the Series 7 and Series 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Daniel is a member of Private Advisor Group, LLC, a registered investment advisor. The firm offers financial planning, portfolio management for individuals and businesses, and other investment advisory services.

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ADVISOR BIO

Daniel Ronis is a financial advisor with Janney Montgomery Scott LLC, a firm with over $1 billion in assets under management. Daniel has over 9 years of experience in the financial services industry. Daniel holds the Series 7, Series 66, and SIE securities licenses and is a Certified Financial Planner. Daniel is also a Board Member of the Society of Financial Service Professionals - National Capital Chapter. Daniel provides a wide range of financial planning and investment advisory services to individuals, families, and businesses. Daniel is registered with the Securities and Exchange Commission (SEC) and with several states including California, Colorado, Maryland, New Jersey, North Carolina, Ohio, Texas, and Virginia. Daniel is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Daniel William Zolet is a registered investment advisor representative with Riverfront Investment Group, LLC based in Richmond, VA. Daniel Zolet is also a Chartered Financial Analyst. Daniel Zolet has been working in the industry since June of 2018. Daniel Zolet has experience in providing investment models to UMA and model delivery platforms.

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ADVISOR BIO

Daniel E. Jackson is a financial advisor with Rembert Pendleton Jackson, located in Vienna, VA. Daniel E. Jackson is registered as an Investment Advisor Representative (IAR). Daniel E. Jackson has been in the industry since 2014. Daniel E. Jackson has a Series 63, 65 and SIE licenses. Daniel E. Jackson has a Certified Financial Planner designation. Before joining Rembert Pendleton Jackson, Daniel E. Jackson worked at NYLIFE SECURITIES LLC.

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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 Peter Lash is a financial advisor registered with Cetera Investment Advisers LLC. Daniel has been in the financial services industry since 1998. Daniel is currently registered in 36 states and the District of Columbia, and also holds Series 6, 7 and SIE licenses. Cetera Investment Advisers LLC is a registered investment adviser.

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ADVISOR BIO

Daniel Chase is a financial advisor with Cambridge Investment Research Advisors, Inc. in Henrico, VA. Daniel has been in the financial services industry since 2016 and has passed the Series 7TO and SIE exams. Daniel is registered in Virginia. Daniel has experience working with individuals, high-net-worth individuals, and retirement plans. Daniel can provide financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Daniel Mark Smith is a financial advisor registered with Gradient Advisors, LLC. Daniel has experience in the financial services industry, working with clients to develop financial plans and strategies. His expertise extends to portfolio management for individuals and businesses. Daniel holds various securities licenses, including Series 7, 66 and SIE. Daniel is also registered in Georgia, North Carolina and Virginia. In addition to Gradient Advisors, LLC, Daniel is associated with other companies, including DMS Advisors, Colonial Life and Benchmark Insurance Group.

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ADVISOR BIO

Daniel Jabbour is a financial advisor associated with Fidelity Personal And Workplace Advisors and has been in the industry since June 6, 2018. Daniel is registered with the state of Virginia and holds the Series 66, Series 7 and SIE licenses. Daniel is a financial advisor who assists clients in various aspects of financial planning, including investment management, portfolio management for individuals and businesses, and selection of other advisors. Daniel has a background at both UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS