Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel J Fugelsang is a financial advisor with Ameriprise Financial Services, LLC, a firm with over $1 billion in assets under management. Daniel has over 20 years of experience in the financial services industry. Daniel is a licensed financial advisor in Michigan, Massachusetts, Arkansas, and Utah. Daniel specializes in a variety of financial services, including asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Daniel is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.
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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MI
07/22/2016 - Present
Ameriprise Financial Services, LLC (TROY MI)
MI
07/17/2015 - 12/22/2015
AXA ADVISORS, LLC (TROY MI)
MI
10/05/2009 - 07/16/2015
AMERIPRISE FINANCIAL SERVICES, INC. (TROY MI)
MI
08/02/2006 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (DETROIT MI)
NY
11/03/2005 - 08/03/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/23/2004 - 09/06/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
04/17/2002 - 08/14/2002
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
NY
03/13/2002 - 04/25/2002
AXA ADVISORS, LLC (NEW YORK NY)
CA
01/12/2001 - 11/05/2001
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
NY
11/13/2000 - 01/02/2001
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
BC
Issued 11/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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