Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Scott De witt is a financial advisor with Ameriprise Financial Services, LLC. Daniel has been in the financial services industry since August 10, 2000. Daniel is registered with the state of Michigan and holds Series 6, 7, 31, 63, and 65 licenses as well as the SIE exam. Daniel previously worked at 1ST GLOBAL CAPITAL CORP., INFINEX INVESTMENTS, INC., MACATAWA INVESTMENT SERVICES, INC., MORGAN STANLEY DW INC., and MONY SECURITIES CORPORATION. Daniel specializes in providing financial planning, asset allocation services, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
MI
12/05/2017 - Present
Ameriprise Financial Services, LLC (GRAND RAPIDS MI)
MI
06/29/2007 - 02/03/2010
1ST GLOBAL CAPITAL CORP. (GRAND RAPIDS MI)
MI
11/01/2006 - 06/18/2007
INFINEX INVESTMENTS, INC. (GRAND RAPIDS MI)
MI
04/02/2004 - 11/01/2006
MACATAWA INVESTMENT SERVICES, INC. (GRAND RAPIDS MI)
NY
02/14/2001 - 03/16/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
06/26/2000 - 01/25/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 05/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 04/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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