Unclaimed
Daniel Molyneaux is a financial advisor in Wilmington, DE, who has been in the industry since November 7, 2011. Daniel has a Series 7, 6, and 66 license and is registered to sell securities in Delaware and Pennsylvania. Daniel is currently employed by Ameriprise Financial Services, LLC and has been with the company since March 2020. Daniel also has previous experience working for Lincoln Investment Planning. Daniel's areas of expertise include portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and asset allocation services.
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.
1
2
DE
11/08/2021 - Present
Ameriprise Financial Services, LLC (WILMINGTON DE)
PA
11/08/2011 - 06/09/2018
LINCOLN INVESTMENT (FORT WASHINGTON PA)
BOTH
Issued 06/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/07/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Molyneaux is the right advisor for you? Invested Better is here to help.