Daniela Aljawad, financial advisor Los Angeles CA

Daniela Aljawad

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Daniela Aljawad
Phone Number: 310-475-5854
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,683
    MILLIONS
  • Total Number of Accounts
    4,072
    ACCOUNTS
  • Average Account Value
    $413,386
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AZ, CA, CO, FL, HI, NV, NY, OR, TX, WA

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