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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 Samarin is a financial advisor with Ameriprise Financial Services, LLC, a company with over 12,000 investment advisor representatives. Daniel has been in the financial services industry since March 27, 2011. Daniel has Series 6, 7, and 66 licenses. Daniel holds both a Broker-Dealer and Investment Advisor registration in Pennsylvania and a Broker-Dealer registration in several other states including Alabama, California, Florida, Maryland, and New Jersey. Ameriprise provides financial planning, pension consulting, asset allocation, and investment management. They provide financial advice to individuals, businesses, and non-profits.
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
PA
09/19/2013 - Present
Ameriprise Financial Services, LLC (Plymouth Meeting PA)
PA
01/01/2008 - 05/26/2010
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 09/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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