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2 advisors near
58356
within the area shown on the map
Out of 400,000+ nationwide
Adnan A
Series 63, Series 65
New Rockford, ND
Sovereign Wealth Partners, LLC
Adnan Aldayel is a financial advisor with Sovereign Wealth Partners, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Wealth Plus of the Dakotas, SECURITIES AMERICA, Inc., and Capital Financial Services, Inc. Outside of his advisory work, he is the owner and president of Dakota Halal, Inc., a specialty meat processing and marketing business, and also owns UC Thermal Imaging Testing, a thermal imaging services company. Sovereign Wealth Partners is a fee-based registered investment adviser serving pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm applies Modern Portfolio Theory along with fundamental and technical analysis, providing both discretionary and non-discretionary asset management and financial planning services to a focused set of institutional clients.
Nadia A
Series 65, Series 63
New Rockford, ND
Sovereign Wealth Partners, LLC
Nadia Al Dayel is a financial advisor at Sovereign Wealth Partners, LLC, holding Series 65 and Series 63 licenses with no prior industry experience. Her work background includes roles at the US Department of Labor and Wealth Plus of the Dakotas, Inc., among others. Sovereign Wealth Partners is a fee-based registered investment adviser serving pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, focusing on institutional relationships rather than individual retail clients. The firm employs Modern Portfolio Theory alongside fundamental and technical analysis and provides financial planning and retirement-plan services with a small team of advisors holding advanced academic credentials.
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Finding advisors...
2 advisors near
58356
within the area shown on the map
Out of 400,000+ nationwide