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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 Luiz Almeida is an investment advisor representative with RWA Wealth Partners, a firm based in Newton, MA. Daniel Luiz Almeida is registered with the state of Massachusetts and has been in the industry since 2013. Daniel Luiz Almeida has experience working with various clients including high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. Daniel Luiz Almeida provides services such as financial planning, estate planning, tax return preparation, and portfolio management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax return preparation & filing; model provider
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.
A percentage of the total value of assets under management is charged.
Model provider fee
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MA
12/13/2023 - Present
RWA Wealth Partners (Boston MA)
IA
Issued 01/29/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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