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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 Misenhimer is an Investment Advisor Representative with Ameriprise Financial Services, LLC. Daniel has been in the industry since 2001. Daniel has worked for several firms, including LPL FINANCIAL LLC, 1st GLOBAL CAPITAL CORP., and NYLIFE SECURITIES INC. Daniel is licensed in 11 states and specializes in Financial Planning, Asset Allocation Services, and Pension Consulting. Daniel's firm provides services to clients in the following categories: high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, trusts/estates, and insurance companies.
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
AZ
10/17/2014 - Present
Ameriprise Financial Services, LLC (Yuma AZ)
AZ
10/19/2007 - 10/30/2014
LPL FINANCIAL LLC (YUMA AZ)
AZ
04/14/2004 - 10/31/2007
1ST GLOBAL CAPITAL CORP. (YUMA AZ)
NY
01/01/2001 - 12/13/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 01/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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