Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Nakano is a financial advisor who has been in the industry for over a decade. Daniel is currently registered with Curi RMB Capital, LLC and has previously held roles at Morgan Stanley, National Planning Corporation, and AXA Advisors, LLC. Daniel specializes in financial planning, portfolio management, and pension consulting, serving clients across various categories, including individuals, families, businesses, and investment companies. Daniel is a Certified Financial Planner and holds the Series 66, SIE, and Series 7 licenses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
11/24/2017 - Present
Curi RMB Capital, LLC (CHICAGO IL)
IL
06/30/2014 - 10/30/2017
MORGAN STANLEY (DEERFIELD IL)
IL
06/25/2010 - 06/20/2014
NATIONAL PLANNING CORPORATION (RIVERWOODS IL)
IL
08/10/2006 - 06/08/2010
AXA ADVISORS, LLC (OAK BROOK IL)
BOTH
Issued 09/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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