Qualifications

NANCY L. DANIEL, MSA is owner of Crescendo Finance.  The firm was formerly called Nancy L. Daniel, MSA LLC.  We have been in business from June 2007 to present.

Raymond James & Associates July 2004 to April 2007

Smith Barney/Citigroup Feb 2001 to June 2004

Morgan Stanley/Dean Witter June 1993 to Feb 2001

 

Education includes:

Master of Science in Accounting from Eastern Michigan University

Double Bachelor Degrees from  Michigan State University

Series 7, 63 and 31 passed in 1993

Series 65 passed January 2005

Continuing education through several universities includes the following classes: Guided Portfolio Management; Financial Planning Specialist (Smith Barney only); Preferred Portfolio Management; 401K and Retirement Planning; Lump Sum Distribution and Retirement Planning; Wealth Management Specialist (Kaplan; Raymond James only); Estate Planning Concepts.
 
Ms. Daniel is an Investment Advisor Representative.