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Daniel M

Series 63, Series 65

Eldersburg, MD

LPL Enterprise

Daniel Miller is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC., where he gained extensive experience in insurance and securities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, model portfolio management, third-party asset management, and access to various brokerage and insurance products through an integrated advisory and brokerage platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Zachary N

CFP®, Series 66

Eldersburg, MD

LPL Enterprise

Zachary Nerenberg is a CFP®-credentialed financial advisor with nine years of industry experience. He currently works at LPL Enterprise and previously held positions at Prudential Insurance Company of America, Pruco Securities, LLC, PetSmart, and Heritage Benefit Consultants. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, and access to model portfolios and third-party asset management programs through an integrated platform combining advisory and brokerage services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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