Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Kaufman is a financial advisor with Ameriprise Financial Services, LLC. Daniel has been working in the financial services industry since 2014. Daniel's primary office is located in Ft Lauderdale, Florida. Daniel holds FINRA Series 7, 63, and 66 licenses, as well as the SIE exam. Daniel is registered to offer investment advice in 46 states and the District of Columbia. Daniel has been previously employed with MORGAN STANLEY and FOLIO INVESTMENTS, INC.
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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FL
04/20/2024 - Present
Ameriprise Financial Services, LLC (Ft Lauderdale FL)
FL
06/01/2017 - 04/30/2024
MORGAN STANLEY (Fort Lauderdale FL)
VA
11/09/2015 - 05/10/2017
FOLIO INVESTMENTS, INC. (MCLEAN VA)
NJ
05/03/2014 - 10/09/2015
AXA ADVISORS, LLC (EDISON NJ)
BOTH
Issued 06/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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