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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 James Nance is a financial advisor with over 20 years of experience in the industry. Daniel is a Certified Financial Planner® professional and holds the Series 6, 7, 24, 63, and 65 licenses. Daniel currently works with Cedar Mountain Advisors, LLC, based in Lake Oswego, Oregon. Previously, Daniel was a Registered Representative with Securities America, Inc. and New England Securities. Daniel's primary focus is to provide financial planning services to individuals and families. His expertise extends to providing portfolio management services to 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.
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
OR
01/20/2017 - Present
Cedar Mountain Advisors, LLC (LAKE OSWEGO OR)
OR
03/24/2008 - 10/07/2019
SECURITIES AMERICA, INC. (PORTLAND OR)
OR
05/30/2003 - 03/24/2008
NEW ENGLAND SECURITIES (PORTLAND OR)
MA
06/25/1997 - 05/22/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 10/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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