Merrill Lynch Financial Advisor Daniel Pegues

Services Offered

• Investment advice
• Financial planning
• Investment strategies

About

Daniel Pegues is a financial advisor based in Mt Pleasant, South Carolina, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. Daniel holds the Certified Exit Planning Advisor (CEPA) and Certified Private Fiduciary Advisor (CPFA) designations, showcasing his commitment to professional excellence. His services are designed for individuals seeking comprehensive financial planning and investment management solutions.

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