Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Norman Peters is a financial advisor with Ameriprise Financial Services, LLC. Daniel has been in the financial services industry for over 40 years. Daniel is registered with the state of Nevada and Texas as an investment advisor representative and is also registered with the state of Nevada as a broker-dealer representative. Daniel has experience in a variety of financial services, including portfolio management, financial planning, and asset allocation. Daniel has worked with a variety of clients, including individuals, families, trusts, estates, and businesses. Daniel's previous employers include Stifel, Nicolaus & Company, Incorporated, Wells Fargo Advisors, LLC, Prudential Securities Incorporated, Dain Rauscher Incorporated, Everen Securities, Inc., and Dean Witter Reynolds Inc.
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
NV
01/29/2019 - Present
Ameriprise Financial Services, LLC (Reno NV)
NV
09/10/2010 - 01/30/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (RENO NV)
NV
07/01/2003 - 10/07/2010
WELLS FARGO ADVISORS, LLC (RENO NV)
NY
12/06/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/02/1998 - 12/13/2000
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
08/08/1994 - 03/02/1998
DAIN RAUSCHER INCORPORATED
MO
09/04/1990 - 09/09/1994
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
06/26/1989 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NY
09/26/1981 - 07/11/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 08/15/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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