Nilsa Daniel (CRD# 6488437) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Chapel Hill, NC and has over 7 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Chapel Hill, NC | Nov 2023 - Current | < 1 |
| Fsc Securities Corporation | Chapel Hill, NC | Mar 2019 - Nov 2023 | 4 |
| Morgan Stanley | Chapel Hill, NC | Jul 2017 - Mar 2019 | 1 |
| Fidelity Brokerage Services LLC | Durham, NC | Jul 2016 - Jun 2017 | < 1 |
| Fidelity Investments | Durham, NC | Feb 2016 - Jul 2016 | < 1 |
| Homemaker | Chapel Hill, NC | Aug 2004 - Feb 2016 | 11 |
| Sunshine Dance Corp. | Durham, NC | May 2009 - Dec 2015 | 6 |
| Brown Brothers Body Works | Durham, NC | Jan 2014 - Sep 2015 | 1 |
| Opus Financial Advisors | Statesville, NC | Apr 2015 - Aug 2015 | < 1 |
| Orange County Schools | Hillsborough, NC | Oct 2014 - Mar 2015 | < 1 |
| Colorado Christian University | Lakeview, CO | Sep 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
- NC
-
Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
-
Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.