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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel McMahon is an active investment advisor representative with Ameriprise Financial Services, LLC. Daniel is also registered as a securities agent in the state of Texas. Daniel has been in the securities industry since 1984. Prior to joining Ameriprise Financial Services, LLC Daniel worked with a number of firms including UVEST Financial Services Group, Inc., Invest Financial Corporation, BANC Of America Investment Services, Inc., NationsSecurities, Boatmen's Investment Services, Inc., BANC IV Investments, Inc., Commerce Brokerage Services, Inc., PrimeVest Financial Services, Inc., John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, Marketing One Securities, Inc., and Mutual of Omaha Fund Management Company. Daniel is currently licensed with Ameriprise Financial Services, LLC in Wichita, Kansas. Daniel offers financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Daniel McMahon may also act in a fiduciary capacity.
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
KS
08/29/2013 - Present
Ameriprise Financial Services, LLC (HUTCHINSON KS)
KS
09/21/2011 - 03/23/2022
AMERIPRISE FINANCIAL SERVICES, LLC (WICHITA KS)
KS
09/16/2002 - 09/22/2011
UVEST FINANCIAL SERVICES GROUP, INC. (WICHITA KS)
WI
04/20/2001 - 09/25/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
MA
01/01/1998 - 05/07/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NA
08/13/1997 - 01/01/1998
NATIONSSECURITIES
MO
09/03/1996 - 08/13/1997
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
NA
03/19/1996 - 09/03/1996
BANC IV INVESTMENTS, INC.
MO
05/04/1995 - 03/06/1996
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
MN
08/29/1991 - 05/04/1995
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MA
07/16/1991 - 09/11/1991
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/16/1991 - 09/11/1991
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
03/22/1988 - 08/17/1988
MARKETING ONE SECURITIES, INC.
NA
03/22/1984 - 03/29/1988
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
IA
Issued 05/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1991
Series 7 - General Securities Representative Examination
BC
Issued 03/09/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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