Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Danna is a financial advisor in Metairie, LA. Nicholas is a registered representative of Wealthharbor Capital Group, LLC and an investment advisor representative of ADG Wealth Management Group, LLC. Nicholas has been a financial advisor for over 20 years.
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.
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
LA
06/25/2019 - Present
Wealthharbor Capital Group, LLC (METAIRIE LA)
LA
08/08/2011 - 08/23/2024
TRIAD ADVISORS LLC (METAIRIE LA)
LA
05/16/2003 - 08/12/2011
STERNE, AGEE & LEACH, INC. (NEW ORLEANS LA)
LA
08/22/2002 - 05/12/2003
HIBERNIA SOUTHCOAST CAPITAL, INC. (NEW ORLEANS LA)
BOTH
Issued 05/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/18/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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