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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 Lawrence Freddino is a financial advisor with Ameriprise Financial Services, LLC, located in Stratford, CT. Daniel has been in the financial services industry since 1999. Daniel specializes in providing financial advice to individuals, families, and businesses. Daniel is registered in 20 states and holds the following licenses: Series 6, 7, 63, and 65. Daniel is also a member of the Board of Directors for a non-investment related organization.
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
CT
10/05/2009 - Present
Ameriprise Financial Services, LLC (Stratford CT)
CT
08/19/2005 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (STRATFORD CT)
MO
11/29/2001 - 08/22/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
FL
02/24/2000 - 11/30/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
10/21/1999 - 02/25/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 08/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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