Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Evan Gordon is a financial advisor at Ameriprise Financial Services, LLC. Daniel has been in the financial services industry since 2006 and has a wealth of experience in providing financial advice. Daniel is registered with the state of New Jersey and Texas and is qualified to advise clients on a variety of financial matters. Daniel specializes in providing investment advice, financial planning, and retirement planning services to individuals and families.
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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NJ
11/12/2021 - Present
Ameriprise Financial Services, LLC (SADDLE BROOK NJ)
NJ
11/04/2008 - 04/06/2016
RBC CAPITAL MARKETS, LLC (PARAMUS NJ)
NJ
03/01/2002 - 01/27/2003
J. B. HANAUER & CO. (PARSIPPANY NJ)
NY
11/17/2000 - 02/20/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/03/2000 - 11/27/2000
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 12/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/08/2000
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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