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ND

Nilsa M. Daniel

OPUS FINANCIAL ADVISORS
STATESVILLE, NC 28677-5228
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CRD#: 6488437
ND
Nilsa Michelle DanielOPUS FINANCIAL ADVISORS

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 LPL FINANCIAL LLC 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 6 firms and has passed the Series 66, SIE and Series 7 exams.

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.
The advisor shows no other business activity.

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

May 11, 2026 - Present

LPL FINANCIAL LLC

Office #1: 4421 Manns Chapel Road, Chapel Hill, NC 27516Office #2: 126 East Water Street, Statesville, NC 28677
RIA
BD
CRD#: 6413
CHAPEL HILL, NC
Past

May 11, 2026 - May 29, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
Statesville, NC
Past

November 3, 2023 - June 25, 2024

OSAIC WEALTH, INC.

RIA
CRD#: 23131
CHAPEL HILL, NC
Past

November 3, 2023 - May 26, 2026

OSAIC WEALTH, INC.

BD
CRD#: 23131
CHAPEL HILL, NC
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

IAR
North Carolina
(7/11/2024)
RR
North Carolina
(5/27/2026)

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)
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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 Accounts94
AUM (Assets Under Management)$ 30,000,000

Red Flags

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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

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