Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Woodend is a financial advisor with over 30 years of experience in the industry. Daniel is currently registered with Ameriprise Financial Services, LLC and has been with the firm since 2005. Daniel is also registered with the states of Arkansas, Tennessee and Texas. Prior to joining Ameriprise, Daniel has been registered with several firms including IDS Life Insurance Company, First Investors Corporation, Powell & Satterfield, Inc., Equity Services, Inc. and Duncan-Williams, Inc. Daniel holds the Series 7, Series 52 and Series 66 licenses as well as the SIE exam. Daniel specializes in providing financial planning, asset allocation services, educational seminars, publication of periodicals, selection of other advisers and portfolio management for individuals and businesses.
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
TN
02/13/2007 - Present
Ameriprise Financial Services, LLC (GERMANTOWN TN)
MN
10/14/1991 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
07/06/1989 - 06/28/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
AR
09/22/1988 - 02/01/1989
POWELL & SATTERFIELD, INC. (LITTLE ROCK AR)
NA
04/11/1988 - 09/20/1988
EQUITY SERVICES, INC.
NA
04/16/1985 - 11/02/1987
DUNCAN-WILLIAMS, INC.
BOTH
Issued 11/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1985
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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