Daniela
Aljawad
Nwf Advisory Services Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Daniela Aljawad is a financial advisor based in Los Angeles, California with 4 years of relevant experience. Aljawad currently works for Nwf Advisory Services Inc. Throughout their career, they have worked at Hmh Financial, Clarke Financial, Waddell & Reed Inc, Various Insurance Carriers For W&R Insurance Agencies, Investors Capital Corp, Voya Financial Advisors and Royal Alliance Associates, Inc. Aljawad maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California. Nwf Advisory Services Inc is an advisory company that has its headquarters in Los Angeles, CA. It has offices in 37 locations and just three employees. It oversees $3 billion in assets between its 6,090 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The advisory firm provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules typically vary depending on the type of financial services offered. However, fee types charged by Nwf Advisory Services Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Nwf Advisory Services Inc Brokerage Details
$2,864,723,851
3
6,090
$470,398
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Daniela Aljawad Work History
Daniela has been registered as a financial advisor for 4 years.*
Royal Alliance Associates, Inc
Voya Financial Advisors
Clarke Financial
Waddell & Reed Inc
Various Insurance Carriers For W&R Insurance Agencies
Investors Capital Corp
Hmh Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniela Aljawad to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nwf Advisory Services Inc
Los Angeles, CA
Irvine, CA
Honolulu, HI
Kingsburg, CA
Menlo Park, CA
Walnut Creek, CA
Newport Beach, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
