Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Kelati has been working in the financial industry since 2002. Daniel is currently registered with Robinhood Financial, LLC and Robinhood Securities, LLC in Florida. Prior to joining these firms, Daniel worked with AMERICAN ENTERPRISE INVESTMENT SERVICES INC., AMERIPRISE FINANCIAL SERVICES, INC., COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC., RIVERSOURCE DISTRIBUTORS, INC., WELLS FARGO INVESTMENTS, LLC, and WELLS FARGO BROKERAGE SERVICES, L.L.C. Daniel holds the Series 3, Series 7, Series 27 and Series 99TO licenses.
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.
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.
1
2
FL
12/15/2017 - Present
Robinhood Financial, LLC (Lake Mary FL)
MN
04/05/2016 - 12/04/2017
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
MN
04/05/2016 - 12/04/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
04/05/2016 - 12/04/2017
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
04/05/2016 - 12/04/2017
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
10/30/2009 - 08/06/2014
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
CA
12/13/2000 - 10/26/2009
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
04/26/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BC
Issued 01/29/2001
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/28/2023
Series 3 - National Commodity Futures Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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