Nancy L. Daniel

Nancy L. Daniel Email and Phone Number

Owner of Crescendo Finance LLC - Investment Advisor Representative, Cetera Advisor Networks LLC @ Crescendo Finance, LLC
Nancy L. Daniel's Location
Bay Village, Ohio, United States, United States
Nancy L. Daniel's Contact Details

Nancy L. Daniel personal email

n/a

Nancy L. Daniel phone numbers

About Nancy L. Daniel

Nancy L. Daniel, MSA is the Owner of Crescendo Finance. Nancy has the perfect blend of experience and education that is commonly found with larger brokerage companies, but she is able to treat every client with a small business, personable attitude. This combination is what helps make Crescendo Finance the right brokerage firm for you!Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.Specialties: Special portfolios include: Non retirement or taxable portfolios; 401K rollovers, traditional and roth IRAs; SEPs; custodial accounts.Please note that my references may not be viewed by the public because they may be viewed as testimonials.Investment Advisor Representative offering advisory services and securities through Cetera Advisor Networks LLC, a Broker-Dealer and Registered Investment Advisor, Member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Nancy L. Daniel's Current Company Details
Crescendo Finance, LLC

Crescendo Finance, Llc

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Owner of Crescendo Finance LLC - Investment Advisor Representative, Cetera Advisor Networks LLC
Nancy L. Daniel Work Experience Details
  • Crescendo Finance, Llc
    Owner And Investment Advisor Representative
    Crescendo Finance, Llc Jun 2007 - Present
    Registered And Operating At 568 Red Oak Lane Bay Village, Oh 44140
    Full service brokerage company offering SEPs, 401Ks, IRAs, and traditional brokerage accounts. Buy and sell securities; securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Series 7 registered for twenty seven years; Investment Advisor Representative. Accepting new clients .
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  • Raymond James & Associates
    Associate Vice President
    Raymond James & Associates Jul 2004 - Apr 2007
    Series 7, 63 and 31 passed in 1993, added Series 65 in Jan 2005. Full service broker and planner; Investment Advisory Representative.
  • Smith Barney/Citigroup
    Associate Vice President
    Smith Barney/Citigroup Feb 2001 - Jun 2004
    Series 7, 63, 31 licensed. Full service broker and financial planner.
  • Morgan Stanley/Dean Witter
    Associate Vice President
    Morgan Stanley/Dean Witter Jun 1993 - Feb 2001
    Series 7, 63 31 passed in 1993, full service broker, insurance and brokerage licensed

Nancy L. Daniel Skills

Retirement Planning Investments Retirement Investment Strategies Financial Advisory Long Term Care Insurance Wealth Wealth Management Services Retirement Savings Municipal Bonds Wealth Accumulation Employee Benefits Separately Managed Accounts Investment Management College Education Planning Education Funding Wealth Management Life Insurance Options Strategy Series 63 Estate Planning Stocks Investment Advisory Services Etfs Financial Planners Finra Series 65 Saving For Education Bonds Term Life Insurance 529 Plans College Savings Plans Asset Allocation Fixed Annuities Long Term Care Roth Ira Personal Financial Planning 401k Finance Strategic Planning Iras Series 7 Insurance Small Business Portfolio Management Securities Investment Advisory 401k Rollovers Strategic Financial Planning

Nancy L. Daniel Education Details

Frequently Asked Questions about Nancy L. Daniel

What company does Nancy L. Daniel work for?

Nancy L. Daniel works for Crescendo Finance, Llc

What is Nancy L. Daniel's role at the current company?

Nancy L. Daniel's current role is Owner of Crescendo Finance LLC - Investment Advisor Representative, Cetera Advisor Networks LLC.

What is Nancy L. Daniel's email address?

Nancy L. Daniel's email address is da****@****ork.com

What is Nancy L. Daniel's direct phone number?

Nancy L. Daniel's direct phone number is +144025*****

What schools did Nancy L. Daniel attend?

Nancy L. Daniel attended Eastern Michigan University, Michigan State University.

What are some of Nancy L. Daniel's interests?

Nancy L. Daniel has interest in Distance Running, Children, Economic Empowerment, Violin/viola Performer And Teacher, Ballroom Dancing, Education, Hiking, Arts And Culture, Health.

What skills is Nancy L. Daniel known for?

Nancy L. Daniel has skills like Retirement Planning, Investments, Retirement, Investment Strategies, Financial Advisory, Long Term Care Insurance, Wealth, Wealth Management Services, Retirement Savings, Municipal Bonds, Wealth Accumulation, Employee Benefits.

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