Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniela? Claim Your ProfileDaniela Aljawad is a financial advisor with over 10 years of experience in the financial services industry. Daniela currently works at NWF Advisory Services Inc. in Los Angeles, CA. Daniela's experience includes working with clients at VOYA FINANCIAL ADVISORS, INC. and INVESTORS CAPITAL CORP. Prior to that, Daniela held positions at WADDELL & REED, INC., MML INVESTORS SERVICES, LLC, and NEW ENGLAND SECURITIES.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CA
09/12/2019 - Present
NWF Advisory Services Inc. (LOS ANGELES CA)
CA
08/01/2016 - 09/11/2019
VOYA FINANCIAL ADVISORS, INC. (Newport Beach CA)
CA
03/04/2014 - 08/01/2016
INVESTORS CAPITAL CORP. (IRVINE CA)
CA
10/24/2013 - 11/20/2013
WADDELL & REED, INC. (COSTA MESA CA)
CA
05/03/2011 - 11/29/2011
MML INVESTORS SERVICES, LLC (PASADENA CA)
CA
11/24/2008 - 10/16/2009
NEW ENGLAND SECURITIES (CITY OF INDUSTRY CA)
IA
Issued 09/08/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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