First Vice President - Investments

Address: 1160 MARSH STREET, SUITE 200, SAN LUIS OBISPO, CA 93401-3331
Phone: 805-782-6688 | 800-300-2878    Fax: 805-546-8998

My Commitment to You

My Associate(s): Joy Sandoval, Senior Client Associate

My Experience

  • 2009 - Present: Wells Fargo Advisors, LLC, Financial Advisor
  • 2002 - 2009: RBC Wealth Management, Financial Consultant
  • 2001 - 2002: Valicert, Director of Business Development and Channel Sales
  • 1999 - 2001: Epinions, Category Manager - Finance
  • 1998 - 1999: Quote.com, Director of Sales

My Education & Credentials

  • MBA, International Business, San Jose State University
  • BA, International Relations, University of San Diego
  • Gonzaga University, Firenze, Italy, International Business
  • PIM Portfolio Manager
Securities Registered in the following states: AZ, CA, CO, CT, FL, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA
Insurance licensed in the following states: CA (Lic. # 0D84878)
DANIEL SPEIRS: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: California: SAN LUIS OBISPO Branch