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Daniel Roemerman

Daniel Roemerman
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I have owned and operated my own Insurance Agency for the last 26 years promoting Health and life, property and Casualty, and financial Services to my existing clientele. I am an expert at risk management and provide comprehensive financial retirement strategies for my clients.

My expertise includes, Estate planning for wealthy clients, Social Security enhanced income ideas, business succession strategies for business owners, and protection of Assets from Medicaid Spend-down for Middle Class retirees.

I am an Investment Advisor Rep currently holding my Series 66 and 7 license with my Broker Dealer, Woodbury Financial. I utilize various research sights including but not limited to; Investors Business ...More
  • Description: Registered Investment Advisor (RIA). Trading frequency: Weekly
  • Interests: Dividend stock ideas & income, Energy stocks, Gold, Mutual funds, Options, REITs, Retirement savings, Stocks - long, Stocks - short, Tech stocks
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$JSDA, Jones soda, had it first quarterly increase in revenue in years, CEO bought 500,000 shares, turn around story in the making Aug 7, 2015