Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel James Lensing is a financial advisor with Wells Fargo Clearing Services, LLC. Daniel has been in the financial industry since July 2005 and has a total of 9 approved registrations. Daniel is also registered as an Investment Advisor Representative in Missouri. Daniel is a Series 66, Series 7, Series 9 and Series 10 licensed professional. Daniel’s previous employers include TD Ameritrade, Inc. and Ameriprise Financial Services, Inc. Daniel specializes in providing financial planning, portfolio management and selection of other advisers services to clients. Daniel’s office is located in St. Louis, MO.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
10/03/2012 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
10/28/2009 - 08/28/2012
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
06/06/2005 - 10/26/2009
AMERIPRISE FINANCIAL SERVICES, INC. (CHESTERFIELD MO)
MN
06/06/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/20/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Daniel Lensing is the right advisor for you? Invested Better is here to help.
