2015 -
now Financial Advisor | First Vice President - Investments @
2009 -
2015 Financial Advisor, Second Vice President @
1998 -
2009 Financial Advisor | Second Vice President-Investments @ Smith Barney
Daniel Weber Education
Asbury University
Bachelor of Arts (Education)
1980
University of Cincinnati
Daniel Weber Skills
Alternative Investments
Equities
Portfolio Management
Strategic Financial Planning
Series 63
Investment Strategies
Securities
Investments
Retirement
Fixed Income
Series 65
Asset Allocation
Investment Advisory
Asset Managment
Retirement Planning
Wealth Management
Mutual Funds
Series 7
Daniel Weber Summary
Daniel Weber, based in Cincinnati, OH, US, is currently a Financial Advisor | First Vice President - Investments at Wells Fargo Advisors. Daniel Weber brings experience from previous roles at Morgan Stanley and Smith Barney. Daniel Weber holds a Bachelor of Arts in Education @ Asbury University. With a robust skill set that includes Alternative Investments, Equities, Portfolio Management, Strategic Financial Planning, Series 63 and more. Daniel Weber has 3 emails and 1 mobile phone numbers on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.