Nancy L Daniel

Ct Technologist

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Location:

Strongsville, OH

Industry:

Hospital & Health Care

Work:

Financial Advisor And Owner At Crescendo Finance

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Location:

568 Red Oak Ln, Bay Village, OH 44140

Industry:

Financial Services

Work:

CRESCENDO FINANCE LLC since Jun 2007
OWNER/FINANCIAL ADVISOR
Raymond James & Associates Jul 2004 - Apr 2007
Associate Vice President
Smith Barney/Citigroup Feb 2001 - Jun 2004
Associate Vice President
Morgan Stanley/Dean Witter Jun 1993 - Feb 2001
Associate Vice President

Education:

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

Interests:

Distance Running
Children
Economic Empowerment
Violin/Viola Performer and Teacher
Ballroom Dancing
Education
Hiking
Arts and Culture
Health

Certifications:

Investment Advisory Representative, Master of Science In Accounting
U.s. Securities and Exchange Commission

Nancy Daniel

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Nancy Daniel

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Nancy Daniel

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Nancy Daniel

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Nancy Daniel

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Industry:

Computer Software

Nancy Daniel

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Location:

Cleveland, OH

Industry:

Financial Services