Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Nelsen is an investment advisor representative at Ameriprise Financial Services, LLC. Daniel has been in the financial services industry for over 40 years and holds licenses to conduct business in Texas. Daniel has experience in various areas including Financial Planning, Pension Consulting, Educational Seminars and Asset Allocation. Daniel currently works out of the Salt Lake City office of Ameriprise.
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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UT
03/22/2012 - Present
Ameriprise Financial Services, LLC (Salt Lake City UT)
UT
01/13/2012 - 03/08/2023
AMERIPRISE FINANCIAL SERVICES, LLC (MIDVALE UT)
UT
06/01/2009 - 01/19/2012
MORGAN STANLEY SMITH BARNEY (SALT LAKE CITY UT)
UT
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OGDEN UT)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/30/1981 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
05/02/1980 - 12/26/1980
PAINE, WEBBER, JACKSON & CURTIS INC.
BC
Issued 02/21/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/19/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/30/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
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