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. Lambert is a financial advisor at Ameriprise Financial Services, LLC in Perrysburg, Ohio. Daniel has been in the financial services industry since 2014 and has passed several industry exams, including the Series 7TO, SIE, and the Uniform Combined State Law Examination (Series 66). Daniel is registered as a Registered Representative and Investment Advisor Representative in Ohio. Daniel specializes in working with high-net-worth individuals, corporations, and other businesses, trusts/estates, pension and profit-sharing plans, and charitable organizations. Daniel also owns a separate business outside of Ameriprise.
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.
1
2
OH
02/01/2024 - Present
Ameriprise Financial Services, LLC (Perrysburg OH)
BOTH
Issued 01/17/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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