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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 Hopkins is a financial advisor registered with Ameriprise Financial Services, LLC. Daniel has been in the financial services industry for over 35 years, working for firms like Royal Alliance Associates, Inc., Compulife Investor Services, Inc., CUNA Brokerage Services, Inc., ISFA Corporation, and W. S. Griffith & Co., Inc. Daniel's experience spans several states, including New York, Minnesota, Iowa, Wisconsin, and Ohio. Daniel holds Series 63, 66, and 7 licenses, as well as the SIE exam. Daniel works primarily with individuals and high-net-worth individuals, but also works with corporations, trusts, estates, and charitable organizations. Daniel provides financial planning, asset allocation services, portfolio management, and educational seminars.
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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2
NY
04/05/2021 - Present
Ameriprise Financial Services, LLC (Syracuse NY)
NY
11/01/1996 - 06/19/2020
ROYAL ALLIANCE ASSOCIATES, INC. (NEW HARTFORD NY)
MN
03/07/1996 - 10/31/1996
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
IA
03/17/1988 - 09/05/1995
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
WI
09/18/1986 - 02/18/1988
ISFA CORPORATION (APPLETON WI)
NA
04/25/1986 - 10/13/1986
W. S. GRIFFITH & CO., INC.
BOTH
Issued 10/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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