Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Stanton Peterson is a financial advisor with Ameriprise Financial Services, LLC, in Inver Grove Heights, Minnesota. Daniel has been in the financial services industry since 1998. Daniel is registered with the state of Minnesota as a Registered Representative (RA). Daniel is a licensed advisor with the following licenses: Series 63, Series 65, Series 4, Series 7, Series 14, Series 24, Series 27, Series 52, Series 53, Series 79, and Series 99. Daniel is also a registered principal with Ameriprise Financial Services, LLC, in Minnesota. Prior to joining Ameriprise Financial Services, LLC, Daniel worked at American Investors Group, Inc., in Minnetonka, Minnesota.
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
MN
04/28/2021 - Present
Ameriprise Financial Services, LLC (INVER GROVE HEIGHTS MN)
MN
06/05/2012 - 07/31/2020
AMERICAN INVESTORS GROUP, INC. (MINNETONKA MN)
MN
12/21/2009 - 06/06/2012
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/24/2002 - 02/10/2010
AMERICAN INVESTORS GROUP, INC. (MINNETONKA MN)
SC
12/11/2001 - 09/10/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
04/03/1998 - 12/05/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/03/1998 - 12/05/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 05/08/2020
Series 4 - Registered Options Principal Examination
BC
Issued 09/10/2007
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/08/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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