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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 Tuohy is an investment advisor with Ameriprise Financial Services, LLC. Daniel has been in the financial services industry since 2002 and has experience with several other firms including Raymond James Financial Services, Inc, Northwestern Mutual Investment Services, LLC, and American Express Financial Advisors Inc. Daniel is licensed to provide investment advice in 17 states and holds the Series 7, Series 24, Series 53, and Series 63 licenses. Daniel is also a Chartered Financial Analyst. Ameriprise Financial Services, LLC is a large financial services company with over 140,000 clients and over $479 billion in assets under management. The firm provides a variety of financial services including financial planning, asset allocation, portfolio management, and educational seminars. Daniel is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
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
MN
02/18/2021 - Present
Ameriprise Financial Services, LLC (EDINA MN)
MN
09/01/2017 - 07/10/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Deephaven MN)
MN
08/08/2002 - 06/29/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (BLOOMINGTON MN)
MN
07/14/2000 - 02/22/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/14/2000 - 02/22/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2003
Series 24 - General Securities Principal Examination
BC
Issued 04/15/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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