Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daisia? Claim Your ProfileDaisia McCrae is a registered investment advisor representative with Concord Wealth Partners. Daisia has been in the financial industry since 2019 and has a Series 65 license. Daisia specializes in working with high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Daisia provides financial planning, selection of other advisors, portfolio management for businesses and individuals, and educational seminars to their clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
01/17/2025 - Present
Concord Wealth Partners (Rockville MD)
Active
Inactive
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