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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 Kurtis Brown is a financial advisor registered with Ameriprise Financial Services, LLC, who has been in the industry since 2013. Daniel is a registered representative and investment advisor representative. Daniel holds FINRA licenses Series 66, Series 7 and the SIE. The firm has a main office in Minneapolis, Minnesota and specializes in asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals. They are a firm that offers a variety of services to individuals, businesses, and institutions. They have offices in Poulsbo, Washington and Kingston, Washington.
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
WA
01/01/2014 - Present
Ameriprise Financial Services, LLC (POULSBO WA)
BOTH
Issued 12/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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