Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Lynne Daniel is a financial professional with over 30 years of experience in the industry. She currently holds registrations with Secure Asset Management, LLC in both Florida and Ohio, and has worked with several other financial institutions throughout her career including CETERA Advisor Networks LLC and Raymond James & Associates, Inc. Nancy is a dedicated advisor who specializes in providing financial planning, pension consulting, and portfolio management for 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.
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.
Solicitor for 3rd party money managers
1
2
OH
07/08/2024 - Present
Secure Asset Management, LLC (Bay Village OH)
OH
06/15/2007 - 07/08/2024
CETERA ADVISOR NETWORKS LLC (BAY VILLAGE OH)
OH
07/01/2004 - 05/02/2007
RAYMOND JAMES & ASSOCIATES, INC. (CLEVELAND OH)
NY
02/02/2001 - 07/01/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/15/1993 - 02/07/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 09/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nancy Daniel is the right advisor for you? Invested Better is here to help.
