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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 Delmastro is a financial advisor with Ameriprise Financial Services, LLC. Daniel has been in the financial services industry since 2006 and holds a variety of licenses and certifications. Daniel is committed to providing clients with personalized financial advice and investment solutions to help them achieve their financial goals. Daniel is registered with the state of Michigan and Minnesota as an investment advisor representative (IAR). Daniel has a strong background in the financial services industry, having worked with several other firms prior to joining Ameriprise Financial Services, LLC. Daniel is also a volunteer firefighter in Troy, Michigan.
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
12/17/2013 - Present
Ameriprise Financial Services, LLC (TROY MI)
MI
10/24/2008 - 04/03/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TROY MI)
MI
08/02/2007 - 10/27/2008
COUNTRYWIDE INVESTMENT SERVICES, INC. (STERLING HEIGHTS MI)
MI
02/27/2006 - 08/09/2007
NATCITY INVESTMENTS, INC. (ROCHESTER HILLS MI)
MI
12/01/2005 - 02/06/2006
CCO INVESTMENT SERVICES CORP. (WASHINGTN TWP MI)
OH
05/03/2005 - 12/01/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
WI
01/06/2005 - 04/11/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 11/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/16/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/05/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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