Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ray Simpson is a financial professional with over 19 years of experience in the financial services industry. Daniel has been registered with Ameriprise Financial Services, LLC since June 23, 2022. Prior to that, Daniel was employed at GEnEOS Wealth Management, Inc., Securities America, Inc., AmeriTrade, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Daniel holds a Series 6, 7, 24, and 63 license. Daniel provides investment advisory services and financial planning services to a variety of clients, including individuals, businesses, and institutions.
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
TX
06/23/2022 - Present
Ameriprise Financial Services, LLC (Arlington TX)
TX
05/04/2007 - 06/24/2022
GENEOS WEALTH MANAGEMENT, INC. (ARLINGTON TX)
TX
06/23/2006 - 04/30/2007
SECURITIES AMERICA, INC. (ARLINGTON TX)
NE
10/16/2003 - 11/08/2005
AMERITRADE, INC. (OMAHA NE)
MA
06/04/2001 - 11/02/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/04/2001 - 11/02/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 10/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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