Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Joseph Vidovich is a financial advisor affiliated with Ameriprise Financial Services, LLC. Daniel has been in the industry since October 8, 1990. Daniel is registered with the state of New Jersey as both a broker and an investment advisor, as well as with Texas as a broker. Daniel has passed the Series 7, Series 63, Series 65, and SIE exams. Daniel works out of the Fairfield, NJ office of Ameriprise Financial Services, LLC. Previous employers include RBC Capital Markets, LLC and Tucker Anthony Incorporated. Daniel is a licensed real estate agent in the State of 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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2
NJ
11/29/2017 - Present
Ameriprise Financial Services, LLC (FAIRFIELD NJ)
NJ
03/09/2002 - 11/17/2017
RBC CAPITAL MARKETS, LLC (PARAMUS NJ)
MA
08/07/2000 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
09/28/1990 - 08/30/2000
FINANCIAL NORTHEASTERN SECURITIES, INC. (FAIRFIELD NJ)
IA
Issued 10/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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