Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel O'Dowd is a financial advisor with Ameriprise Financial Services, LLC, where Daniel has been registered since April 2024. Prior to that, Daniel was with Stifel Nicolaus & Co Inc for over two years, and before that with J.P. Morgan Securities LLC for over 13 years. Daniel has been in the financial industry since July 1999. Daniel holds the Series 7, Series 10, Series 9, Series 63, and Series 66 licenses. Daniel's primary office location is in Naples, Florida, but Daniel also serves clients in other states.
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
FL
04/29/2024 - Present
Ameriprise Financial Services, LLC (Naples FL)
FL
11/29/2021 - 05/09/2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NAPLES FL)
NY
10/01/2008 - 09/04/2021
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
01/18/2001 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
04/20/1999 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 06/28/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/14/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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