Daniela Aljawad

Current Employers

Employment History

• 08/2016 → 09/2019
  Voya Financial Advisors
  Irvine, CA
• 09/2019 → Present
  Royal Alliance Associates, Inc.
  Newport Beach, CA

Previous Registrations

• 2016-08-03 → 2019-09-11
  Voya Financial Advisors, Inc.
  Windsor, CT
  Newport Beach, CA
  Denver, CO
• 2014-03-04 → 2016-08-01
  Investors Capital Corp.
  Lynnfield, MA
  Irvine, CA
  Lynnfield, MA
• 2013-10-24 → 2013-11-20
  Waddell & Reed
  Irvine, CA
• 2011-04-26 → 2011-11-29
  Mml Investors Services, Llc
  Pasadena, CA

Other Businesses

1)FIXED INSURANCE POSITION: Sales NATURE: term life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/25/2007 ADDRESS: 4340 VON KARMAN AVE STE 200, Newport Beach CA 92660, United States DESCRIPTION: sell term life insurance 2)MONOLITHE WEALTH PLANNING GROUP POSITION: Director of Client Services NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/18/2013 ADDRESS: 4340 VON KARMAN AVE STE 200, Newport Beach CA 92660, United States DESCRIPTION: service client needs, prepare and process forms 3)NWF ADVISORY SERVICES POSITION: IAR NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/11/2019 ADDRESS: 4340 Von Karman Avenue, Suite 200, Newport Beach CA 92660, United States DESCRIPTION: I am Series 65 licensed and housed with NWF Advisory Services and Iuse my license for day-to-day activities. 4)MONOLITHE TAX & ACCOUNTING SERVICES POSITION: Admin NATURE: S-Corp INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2021 ADDRESS: 4340 VON KARMAN AVE STE 200, NEWPORT BEACH CA 92660, United States DESCRIPTION: admin duties

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-09-08
• S63 Uniform Securities Agent State Law Examination
  2008-12-05

Other Names

• Daniela Moll