Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ventura is a financial advisor who has been in the industry since 2016. Daniel is currently registered with Ameriprise Financial Services, LLC, a firm based in Minneapolis, Minnesota. Daniel is registered in multiple states including California, Colorado, Florida, Kansas, Michigan, Minnesota, Montana, Nevada, North Carolina, Ohio, South Carolina and Wisconsin. Daniel has a Series 66, SIE and Series 7 license. Daniel specializes in the areas of portfolio management for individuals, portfolio management for businesses, pension consulting, financial planning, educational seminars and selection of other advisors. Daniel has previous experience with Fafinski Mark & Johnson, PA, and Ameriprise Financial Services, Inc. Daniel provides services for high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, individuals, and state or municipal government entities.
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.
1
2
MN
11/16/2016 - Present
Ameriprise Financial Services, LLC (Edina MN)
BOTH
Issued 11/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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