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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Alberto Sobarzo is a financial advisor with Ameriprise Financial Services, LLC, located in Houston, TX. Daniel has been in the financial services industry since 2018. Daniel holds licenses to provide financial advice in a number of states including Texas, California, Colorado, and more. Daniel is also registered with Ameriprise Financial Services, LLC and has been with the firm since 2023. Daniel has experience working with various client types including high net worth individuals, trusts/estates, pension and profit sharing plans, and more. Ameriprise Financial Services, LLC provides a variety of services to its clients, including financial planning, portfolio management, asset allocation services, pension consulting, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
08/21/2023 - Present
Ameriprise Financial Services, LLC (Houston TX)
TX
12/01/2021 - 11/06/2023
COMERICA SECURITIES (HOUSTON TX)
TX
04/02/2020 - 12/08/2021
MML INVESTORS SERVICES, LLC (HOUSTON TX)
TX
09/10/2018 - 02/25/2020
AXA ADVISORS, LLC (AUSTIN TX)
IA
Issued 08/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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