Daniel A. Serra, CFP
Chevy Chase Trust Company
Financial Planner in Bethesda, MD
Address:9924 Dickens Ave
Bethesda, MD 20814
About Daniel A. Serra
Daniel Serra is a financial professional at Chevy Chase Trust Company located in Bethesda, Maryland. Daniel Serra holds an industry securities registration subject to FINRA oversight having passed securities examinations including . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Daniel Serra provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Daniel Serra9924 Dickens Ave
Bethesda, MD 20814
Phone Number:
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Website:
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