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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 Hohenberg is a financial professional with over 28 years of experience in the industry. Daniel is currently registered with Ameriprise Financial Services, LLC and has been associated with them since March 2020. Before joining Ameriprise Financial Services, LLC, Daniel was with Ameriprise Financial Services, Inc. and held various roles within CITIGROUP GLOBAL MARKETS INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Daniel has a wide range of experience in financial planning, portfolio management for individuals and businesses, pension consulting, and asset allocation services. Daniel holds a Series 7, Series 31, Series 63, and Series 65 license, allowing them to provide comprehensive financial advice to a diverse client base.
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
NY
06/26/2014 - Present
Ameriprise Financial Services, LLC (Hauppauge NY)
NY
06/29/2012 - 02/13/2014
CITIGROUP GLOBAL MARKETS INC. (EAST NORTHPORT NY)
NY
01/16/2007 - 07/02/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BAYSIDE NY)
NY
10/10/1994 - 01/25/2007
CITIGROUP GLOBAL MARKETS INC. (JERICHO NY)
IA
Issued 12/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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