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 Tenney is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Daniel Tenney has been in the financial services industry since August 6, 1993. Daniel Tenney has experience working with clients of all types, including high-net-worth individuals, corporations, and charitable organizations. Daniel Tenney provides investment advisory services, financial planning, and portfolio management. Daniel Tenney is also registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
08/29/2017 - Present
Wells Fargo Clearing Services, LLC (MINNEAPOLIS MN)
MN
02/23/2015 - 08/21/2017
SCOTTRADE, INC. (BLOOMINGTON MN)
NC
12/20/2011 - 01/06/2015
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
MN
01/03/2011 - 11/07/2011
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
05/19/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MN
08/21/2007 - 05/02/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/30/1996 - 10/01/1998
MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)
NA
10/17/1994 - 01/30/1996
DAIN BOSWORTH INCORPORATED
MN
10/05/1988 - 10/07/1994
R.J. STEICHEN & COMPANY (MINNEAPOLIS MN)
NA
02/01/1988 - 10/27/1988
OBERWEIS SECURITIES, INC.
NA
04/28/1986 - 02/01/1988
ENGLER-BUDD & COMPANY INC.
NA
02/06/1985 - 05/02/1986
VAN CLEMENS & CO. INCORPORATED
NA
04/04/1984 - 12/21/1984
FIRST INVESTORS CORPORATION
IA
Issued 07/24/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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