Nilsa
Daniel
Osaic Wealth, Inc
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About this Advisor
Nilsa Daniel is a financial advisor based in Chapel Hill, North Carolina, working with Osaic Wealth, Inc. Nilsa has previously held positions at Opus Financial Advisors, Orange County Schools, Homemaker, Fidelity Brokerage Services LLC, Fidelity Investments, Sunshine Dance Corp, Brown Brothers Body Works, Morgan Stanley, Fsc Securities Corporation, and Osaic Wealth, Inc. Nilsa has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Nilsa is part of Osaic Wealth, Inc, which operates out of Chapel Hill, North Carolina. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
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
Nilsa Daniel Work History
Osaic Wealth, Inc
Fsc Securities Corporation
Morgan Stanley
Fidelity Brokerage Services LLC
Fidelity Investments
Opus Financial Advisors
Orange County Schools
Brown Brothers Body Works
Sunshine Dance Corp
Homemaker
Disclosures
Please visit the SEC profile of Nilsa Daniel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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