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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 Miller is a financial advisor with Ameriprise Financial Services, LLC, an investment firm with offices in Latham, NY. Daniel has been in the financial industry since 2014 and has held previous roles with MSI Financial Services, Inc. and MML Investors Services, LLC. Daniel's focus is on providing financial planning and investment management services to individuals, businesses, and trusts/estates. Daniel holds Series 6, 7, 63, and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of New York. Daniel is also a board member for the Miller Foundation.
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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NY
06/28/2019 - Present
Ameriprise Financial Services, LLC (Latham NY)
NY
03/25/2017 - 01/30/2018
MML INVESTORS SERVICES, LLC (LATHAM NY)
NY
05/02/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (LATHAM NY)
BC
Issued 05/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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