• 10+ years of experience in the financial services industry
  • Currently an independent equity analyst, evaluating stocks, and a freelance writer
  • Received his designation as a chartered financial consultant from the American College in Pennsylvania

 

Experience

Daniel Cross is an equity analyst and a freelance writer with more than a decade of experience in the financial services industry. For the last 13 years, he has been evaluating stocks to advise investors of buy-sell recommendations. He also writes white papers for financial services companies.

Daniel was previously a financial solutions advisor for Merrill Lynch and a financial advisor with Waddell & Reed. He began his career as a senior account representative with State Farm Insurance in 2006. His writing has appeared in a variety of financial publications including Seeking Alpha, MoneyUnder30, Morningstar, and MutualFunds.com. He also does some ghostwriting for hedge funds, brokerage firms, and asset management companies, which has appeared on TheStreet, Yahoo Finance, and Forbes.

Education

Daniel holds the Chartered Financial Consultant designation (ChFC) as well as Series 7 and Series 66 licenses.