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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Nelson is a financial advisor with International Assets Investment Management, LLC. Daniel has been in the industry since 2009 and is registered with the state of Pennsylvania. Daniel holds the Series 7, Series 66 and SIE licenses and has experience providing financial planning, pension consulting and portfolio management for businesses and individuals.
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.
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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2
PA
03/06/2017 - Present
International Assets Investment Management, LLC (EVANS CITY PA)
PA
05/19/2016 - 03/22/2017
LPL FINANCIAL LLC (EVANS CITY PA)
CA
10/07/2009 - 05/12/2016
LPL FINANCIAL LLC (SAN DIEGO CA)
BOTH
Issued 11/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/6/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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