Unclaimed
Daniel Bloemers is an investment advisor representative with Ameriprise Financial Services, LLC. Daniel has been in the securities industry since 2006. Daniel is registered with both FINRA and the state of Michigan, and holds Series 7 and 66 securities licenses, as well as a Series 65 Investment Advisor license. Daniel has also been registered with Comerica Securities, Infinex Investments, Inc., Essex National Securities, LLC, The Huntington Investment Company, Fifth Third Securities, Inc. and Ameriprise Financial Services, Inc. in the past. Daniel currently provides advisory services to a wide range of client types, including individuals, high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, corporations, and pension and profit-sharing plans.
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
MI
10/24/2024 - Present
Ameriprise Financial Services, LLC (Grand Rapids MI)
MI
03/08/2019 - 11/03/2023
COMERICA SECURITIES (GRAND RAPIDS MI)
MI
07/01/2016 - 06/15/2017
INFINEX INVESTMENTS, INC. (Granville MI)
MI
08/04/2014 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (Granville MI)
MI
07/25/2008 - 06/20/2014
THE HUNTINGTON INVESTMENT COMPANY (BYRON CENTER MI)
MI
04/24/2007 - 06/20/2008
FIFTH THIRD SECURITIES, INC. (HOLLAND MI)
MI
07/09/2004 - 04/02/2007
AMERIPRISE FINANCIAL SERVICES, INC. (GREENVILLE MI)
MN
07/09/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/02/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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