Broker Check

Qualifications

Meet Nancy L. Daniel, MSA, and 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!

Business Experience

Crescendo Finance, LLC – June 2007 to present
Owner/Financial Advisor

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, Licensing and Training

  • Master of Science in Accounting, Eastern Michigan University
  • Double Bachelor’s Degrees, Michigan State University
  • Series 7, 63 and 31 registration exams passed in 1993, current through present
  • Series 65 registration exam passed January 2005
  • Investment Adviser Representative since 2005
  • Life, accident & health variable annuity insurance licensed, February 1994 through present
  • Continuing education includes the following classes: Guided Portfolio Management; Financial Planning Specialist; Preferred Portfolio Management; 401K and Retirement Planning; Lump Sum Distribution and Retirement Planning; Wealth Management Specialist (Kaplan); Estate Planning Concepts; Advisory University, Select Strategies for Insurance and Estate Planning

Past and Present Professional and Community Associations

Biz to Biz; President of Lakewood Chapter of International Referral Network; Monthly Powerhouse of Working Women Connection; Westside Professional Women's Connection; Rocky River Chamber of Commerce; Women's Business Owner Network; Indigo; Mixed Blessings string quartet; International Order of Lions, North Ridgeville Chapter; Cleveland West Road Runners; USA Dance; Cleveland Federation of Musicians, Local 4.