Unclaimed
Daniel Dakroub is a financial advisor who has been in the industry since 2008. Currently, Daniel is registered with Ameriprise Financial Services, LLC in Bloomfield Hills, MI. Previously, Daniel has held positions at COMERICA SECURITIES, CITIZENS SECURITIES, INC., FIFTH THIRD SECURITIES, INC., PNC INVESTMENTS, NATCITY INVESTMENTS, INC., and FIRST INVESTORS CORPORATION. Daniel has a broad range of experience in providing financial advice to clients of all types, including high-net-worth individuals, corporations, and pension plans. Daniel holds the Series 6, Series 63, and SIE licenses.
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
MI
11/03/2023 - Present
Ameriprise Financial Services, LLC (Bloomfield Hills MI)
MI
03/11/2020 - 11/03/2023
COMERICA SECURITIES (BLOOMFIELD HILLS MI)
MI
04/20/2018 - 11/14/2018
CITIZENS SECURITIES, INC. (CLINTON TOWNSHIP MI)
MI
07/25/2013 - 03/23/2018
FIFTH THIRD SECURITIES, INC. (ROMEO MI)
MI
04/28/2011 - 06/11/2013
PNC INVESTMENTS (STERLING HEIGHTS MI)
MI
05/28/2008 - 04/30/2009
NATCITY INVESTMENTS, INC. (ROCHESTER MI)
FL
12/04/2006 - 04/18/2008
FIFTH THIRD SECURITIES, INC. (TAMPA FL)
OH
10/01/2004 - 02/16/2006
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NJ
09/09/2003 - 11/07/2003
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 10/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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