Daniela AljawadCRD Number: 5604984
Current Firm: Nwf Advisory Services Inc.
Daniela Aljawad (CRD# 5604984) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Los Angeles, CA and has over 12 years of experience in the finance industry.
H. Beck, Inc.
Bridge Advisory LLC
Wedbush Securities Inc.
|Royal Alliance Associates, Inc.||Newport Beach, CA||Sep 2019 - Current||1|
|Voya Financial Advisors||Irvine, CA||Aug 2016 - Sep 2019||3|
|Investors Capital Corp.||Lynnfield, MA||Dec 2013 - Aug 2016||2|
|Waddell & Reed Inc.||Costa Mesa, CA||Oct 2013 - Nov 2013||< 1|
|Various Insurance Carriers For W&r Insurance Agencies||Aliso Viejo, CA||Oct 2013 - Nov 2013||< 1|
|Hmh Financial||Redondo Beach, CA||May 2011 - Oct 2013||2|
|Clarke Financial||Irvine, CA||Apr 2013 - Aug 2013||< 1|
|Frg||Lake Forest, CA||Feb 2013 - Mar 2013||< 1|
|Mml Investors Services||Pasadena, CA||Apr 2011 - Nov 2011||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2008|
|S65||NASAA Investment Advisors Law Examination||Sep 2009|
Total Assets Under Management1,683MILLIONS
Total Number of Accounts4,072ACCOUNTS
Average Account Value$413,386
- 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, AZ, CA, CO, FL, HI, NV, NY, OR, TX, WA
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