Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lewis is a financial professional with over 10 years of experience in the industry. Daniel is currently registered with Vanguard Marketing Corp. and holds the Series 7, Series 24 and Series 63 licenses. Daniel's prior experience includes working with Ameriprise Financial Services, Inc. in Minneapolis, Minnesota.
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.
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.
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2
AZ
10/21/2016 - Present
Vanguard Marketing Corp. (SCOTTSDALE AZ)
AZ
02/04/2013 - 08/12/2014
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
MN
07/25/2012 - 10/17/2012
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BC
Issued 11/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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