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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 George Dichter is an investment advisor representative with Ameriprise Financial Services, LLC. Daniel has been in the securities industry since May 2001, and has previously worked at UBS Financial Services Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Daniel holds the Series 31, Series 63, Series 65, and Series 7 licenses and has been registered with the state of New York since 2021. Daniel's firm Ameriprise Financial Services, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC) and is headquartered in Minneapolis, Minnesota.
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
07/09/2021 - Present
Ameriprise Financial Services, LLC (NEW YORK NY)
NY
06/21/2010 - 07/20/2021
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
06/01/2009 - 07/08/2010
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
05/21/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 06/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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