Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Wayne Nelson is a financial advisor currently registered with Ameriprise Financial Services, LLC in Minnesota and Texas. Daniel has been working in the financial services industry since 2013. Daniel has a Series 7, Series 63, and Series 66. Previously Daniel has worked for S.G. LONG & COMPANY, CHARLES SCHWAB & CO., INC. and EDWARD JONES. Daniel's areas of expertise include asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals.
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
MN
11/08/2021 - Present
Ameriprise Financial Services, LLC (Willmar MN)
MT
03/11/2019 - 06/17/2019
S.G. LONG & COMPANY (MISSOULA MT)
CO
01/23/2014 - 04/24/2018
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
07/08/2013 - 01/21/2014
EDWARD JONES (BOULDER CO)
MN
11/03/2011 - 07/18/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 07/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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