Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Robert Gage is a financial advisor at Ameriprise Financial Services, LLC. Daniel has been in the financial services industry since 2022. Daniel holds the Series 66, Series 7TO and SIE licenses. Daniel is registered with the Financial Industry Regulatory Authority (FINRA) and in 10 states: California, Connecticut, Florida, Iowa, Maine, Massachusetts, New Hampshire, New York, Vermont. Daniel has also been employed by Southeastern University, Florida Atlantic University, and Master’s Academy. Daniel’s specializations include investment management, financial planning, pension consulting, education seminars, and selection of other advisors.
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
MA
03/04/2024 - Present
Ameriprise Financial Services, LLC (Auburndale MA)
BOTH
Issued 01/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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