DANIEL GABRIEL SERNA is an investment adviser representative (IAR) with state registration records since 2016, appearing at 2 firms. Currently registered with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER.
| Firm | From | To | Current |
|---|---|---|---|
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2025-01-22 | present | Yes |
| PFS INVESTMENTS INC. | 2016-04-19 | 2025-01-22 | — |