Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ferguson is a financial advisor at Ameriprise Financial Services, LLC. Daniel has been in the industry since 1995 and holds Series 7, 24, 63, and 65 licenses. Daniel is also a registered investment advisor in Michigan. Daniel has experience working with a variety of clients, including individuals, families, trusts, estates, corporations, charitable organizations, and pension and profit-sharing plans. Daniel specializes in asset allocation, financial planning, and portfolio management.
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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MI
11/03/2023 - Present
Ameriprise Financial Services, LLC (Bloomfield Hills MI)
MI
08/19/2005 - 11/03/2023
COMERICA SECURITIES (BLOOMFIELD HILLS MI)
IL
07/06/2005 - 08/16/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
12/08/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
OH
05/04/2001 - 12/09/2004
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
05/04/2001 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NJ
12/13/1996 - 05/10/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MI
04/18/1995 - 01/10/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 08/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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