Broker Check
Nancy  Daniel

Business Experience

Crescendo Finance, LLC
Owner/Financial Advisor

June 2007 to present
Raymond James & AssociatesJuly 2004 to April 2007
Smith Barney/CitigroupFeb.200l to June 2004
Morgan Stanley/Dean WitterJune 1993 to Feb. 2001

Education, Licensing/Registrations and Training

  • Master of Science in Accounting. Eastem Michigan University

  • Double Bachelor's Degrees, Michigan State University

  • Series 7,63 and 31 passed in 1993,currentthrough present

  • Series 65 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;401 K 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

Professional I Community Associations

  • Rocky River Presbyterian Church
    • Ruling Elder; Finance Committee. Co-Chairperson
  • International Referral Network
    • 2013 President of Lakewood AM Chapter
  • Working Women Connection/Powerhouse,January 2012
  • International Order of Lions since 2002
  • USA Dance
  • Three Arts
  • Mixed Blessings string quartet
  • Cleveland Federation of Musicians, local 4