Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel John Harper is a financial advisor with Ameriprise Financial Services, LLC. Daniel has been in the industry for 37 years. Daniel has a current registration as a Registered Representative in New Jersey and Texas. In the past Daniel has also worked for WELLS FARGO ADVISORS, LLC, UBS FINANCIAL SERVICES INC., PRUDENTIAL SECURITIES INCORPORATED, and THOMSON MCKINNON SECURITIES INC. Daniel's office is located in Red Bank, New Jersey.
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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NJ
06/26/2015 - Present
Ameriprise Financial Services, LLC (Red Bank NJ)
NJ
06/22/2007 - 06/30/2015
WELLS FARGO ADVISORS, LLC (RED BANK NJ)
NJ
11/02/2001 - 07/03/2007
UBS FINANCIAL SERVICES INC. (EDISON NJ)
NY
08/25/1989 - 11/07/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/19/1986 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
BC
Issued 02/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1986
Series 15 - Foreign Currency Options Examination
BC
Issued 03/25/1986
Series 5 - Interest Rate Options Examination
BC
Issued 03/17/1986
Series 3 - National Commodity Futures Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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