Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Alexander Nelson is a financial advisor with International Assets Investment Management, LLC, a firm with a main office in Orlando, Florida. Daniel is registered in 27 states to offer brokerage and investment advisory services. Daniel has over 14 years of experience in the financial services industry, starting in 2009. Daniel's firm manages over $1.7 billion in assets. Daniel specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, and selection of other advisors. Daniel has offices in Evans City, Pennsylvania and Orlando, Florida.
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 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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