Daniel is a Financial Advisor with GWM USA LLC. His previous position as Division Manager for one of Miami’s most prominent real estate firms has provided an ideal foundation for his role as a financial advisor.
His highly motivated, solution oriented, responsive business style is perfectly suited to the needs of his clients, who appreciate his intense work ethic and commitment to a quick turnaround. Daniel is fully fluent in both English and Spanish and has advanced fluency in Mandarin Chinese.
All the advice provided by GWM USA is provided through a registered investment adviser with clear and transparent charging structures, full disclosure and a variety of service level agreements to suit your individual circumstances. Reference to a registered investment adviser does not imply a certain level of skill or training.
GWM USA LLC is part of the GWM Group, for all Group regulatory details please visit our regulations page. GWM USA LLC through its advisors offers investment and financial advisory services through Beacon Global Advisor Network, LLC (BGAN), a registered investment adviser with the Securities and Exchange Commission (SEC).
SEC number : 801-110724 : CRD number is 288833. Registration with the SEC does not imply a certain level of experience or education and does not mean the SEC approves or endorses BGAN.