Daniel Moniz Email & Phone Number
Senior Vice President
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Daniel Moniz Location
- Boston, MA, US
Daniel Moniz Work
- Senior Vice President @ Newport Coast Securities (November 2014 - Present)
- Financial Advisor, Associate Vice President @ (June 2012 - November 2014)
- Vice President @ (February 2008 - June 2012)
Daniel Moniz Education
- Rhode Island College
Daniel Moniz Skills
- Wealth Management
- Retirement Planning
- Series 7
- Series 63
- Mutual Funds
- Securities
- Investments
- Services
- Financial Services
Daniel Moniz Summary
- Daniel Moniz, based in Boston, MA, US, is currently a Senior Vice President at Newport Coast Securities. Daniel Moniz brings experience from previous roles at Ameriprise Financial Services, Inc. and Moors & Cabot. Daniel Moniz holds a Rhode Island College. With a robust skill set that includes Wealth Management, Retirement Planning, Series 7, Series 63, Mutual Funds and more. Daniel Moniz has 1 mobile phone numbers on RocketReach.
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