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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 Kunos is a financial advisor with Ameriprise Financial Services, LLC. Daniel is also a registered investment advisor. Daniel has been in the financial services industry since May 26, 2001. Daniel has Series 6, 7, 63, and 65 licenses. Daniel is also licensed in several states including California, Hawaii, Indiana, Michigan, Ohio, and South Carolina. Daniel has experience working with a variety of clients, including high-net-worth individuals, businesses, corporations, trusts, and charitable organizations.
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
OH
07/18/2017 - Present
Ameriprise Financial Services, LLC (Perrysburg OH)
OH
02/28/2008 - 07/18/2017
SECURIAN FINANCIAL SERVICES, INC. (TOLEDO OH)
OH
05/21/2001 - 02/21/2008
THRIVENT INVESTMENT MANAGEMENT INC. (BOWLING GREEN OH)
IA
Issued 06/25/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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