Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Christopher Granda is a financial professional with over 8 years of experience in the industry. Daniel is a Registered Representative and Investment Advisor Representative, currently associated with Ameriprise Financial Services, LLC. Previously, Daniel has held positions at PRUCO SECURITIES, LLC., SECURITIES AMERICA, INC., THE O.N. EQUITY SALES COMPANY, and MUTUAL OF OMAHA INVESTOR SERVICES, INC. Daniel holds Series 6, 7TO, 63, and 65 licenses.
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
MI
01/11/2024 - Present
Ameriprise Financial Services, LLC (Troy MI)
FL
03/27/2020 - 12/21/2021
PRUCO SECURITIES, LLC. (BOCA RATON FL)
MI
08/14/2018 - 10/28/2019
SECURITIES AMERICA, INC. (STERLING HEIGHTS MI)
MI
07/23/2015 - 08/15/2018
THE O.N. EQUITY SALES COMPANY (STERLING HEIGHTS MI)
MI
01/10/2015 - 08/04/2015
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (TROY MI)
IA
Issued 08/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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