Daniela Aljawad (CRD# 5604984) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Newport Beach, CA and has over 15 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Newport Beach, CA | Sep 2019 - Current | 4 |
| Voya Financial Advisors | Irvine, CA | Aug 2016 - Sep 2019 | 3 |
| Investors Capital Corp. | Lynnfield, MA | Dec 2013 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2008 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2009 |
- CA
-
Total Assets Under Management3,713MILLIONS
-
Total Number of Accounts6,555ACCOUNTS
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Average Account Value$566,489
- 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, GA, HI, ID, MO, NV, NY, OR, TX, UT, WA
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