AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
ND

Nilsa M. Daniel

OPUS FINANCIAL ADVISORS
Statesville, NC 28677-5228
Some features on this profile are disabled
CRD#: 6488437
ND

Professional summary

Nilsa Michelle Daniel, who also goes by Michelle Daniel, Nilsa Michelle Jirau, is a registered financial advisor currently at OPUS FINANCIAL ADVISORS, INC. located in Statesville, North Carolina and OSAIC WEALTH, INC. located in Chapel Hill, North Carolina.

Nilsa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Nilsa has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michelle Daniel | Nilsa Michelle Jirau

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. OPUS FINANCIAL ADVISORS, INC. POSITION: Ensemble Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/07/2024 ADDRESS: 4421 Manns Chapel Road, Chapel Hill NC 27516, United States DESCRIPTION: Ensemble Advisor and Investment Representative for Registered Investment Advisory Firm (Investment Advisory Services, Money Management, Financial Planning, Insurance & Tax Preparation Services) 2. NOTARY PUBLIC POSITION: Notary NATURE: Notary - Sole Proprietorship? INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/25/2022 ADDRESS: 4421 Manns Chapel Rd, Chapel Hill NC 27516, United States DESCRIPTION: I am a NC notary public and I very occasionally notarize documents. 3. MICHELLE DANIEL, INSURANCE POSITION: Insurance Agent/Producer NATURE: Insurance Sales - all sales made through Osaic Wealth INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/07/2024 ADDRESS: 4421 Manns Chapel Rd, Chapel Hill NC 27516, United States DESCRIPTION: Sales and service of fixed insurance and annuities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nilsa Michelle Daniel's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 11, 2024 - Present

OPUS FINANCIAL ADVISORS, INC.

Office #1: 126 E. Water Street, Statesville, NC 28677-5228
RIA
CRD#: 118742
Statesville, NC
Current

November 3, 2023 - Present

OSAIC WEALTH, INC.

Office #1: 4421 Manns Chapel Road, Chapel Hill, NC 27516
RIA
BD
CRD#: 23131
Chapel Hill, NC
Past

November 3, 2023 - June 25, 2024

OSAIC WEALTH, INC.

RIA
CRD#: 23131
SCOTTSDALE, AZ
Past

March 19, 2019 - November 3, 2023

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
CHAPEL HILL, NC
Past

March 19, 2019 - November 3, 2023

FSC SECURITIES CORPORATION

BD
CRD#: 7461
CHAPEL HILL, NC
Past

August 11, 2017 - April 1, 2019

MORGAN STANLEY

RIA
CRD#: 149777
CHAPEL HILL, NC
Past

August 11, 2017 - April 1, 2019

MORGAN STANLEY

BD
CRD#: 149777
CHAPEL HILL, NC
Past

October 4, 2016 - June 13, 2017

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
DURHAM, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
North Carolina
(11/3/2023)
IAR
North Carolina
(7/11/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/22/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/4/2016
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

OF
OPUS FINANCIAL ADVISORS, INC.
JTS FINANCIAL ASSOCIATES, INC. | OPUS FINANCIAL ADVISORS, INC. | OPUS FINANCIAL ADVISORS

CRD#: 118742 / SEC#:

North Carolina
Registered Investment Advisory firm - (12/31/2000 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
126 E. Water Street, Statesville, NC 28677-5228
Mailing Address
P.o. Box 312, Statesville, NC 28687-0312
Phone number
(704) 872-7671
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts188
AUM (Assets Under Management)$ 61,700,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

OPUS FINANCIAL ADVISORS, INC.

CRD#: 118742Statesville, NC 28677-5228

TRUST BUT VERIFY

Monitor Nilsa Daniel

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

LJ
Lawrence JonesAdvisorCheck Check Mark
FRANKLIN DISTRIBUTORS, LLC
PR
SAN MATEO, CA
SC
Stephen CutilloAdvisorCheck Check Mark
PARK AVENUE SECURITIES LLC
IAR
RR
Kahului, HI
JN
Jeffrey NorrisAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
PR
ST. LOUIS, MO
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.