Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Lynn Snyder is an investment advisor representative with Ameriprise Financial Services, LLC, registered in Iowa. Danielle has been in the securities industry since September 14, 2014. Prior to joining Ameriprise Financial Services, LLC, Danielle was associated with WELLS FARGO CLEARING SERVICES, LLC from September 15, 2014 to April 18, 2023. Danielle has passed the Series 6, 7TO, 63 and 65 exams and is licensed in Iowa. Ameriprise Financial Services, LLC is an investment advisor firm based in Minneapolis, Minnesota with offices in West Des Moines, Iowa. The firm has assets under management ranging between $1 billion to $10 billion and has over 140,000 clients. Ameriprise Financial Services, LLC offers various financial services including financial planning, portfolio management for individuals and businesses, educational seminars and selection of other advisors.
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
IA
04/04/2023 - Present
Ameriprise Financial Services, LLC (WEST DES MOINES IA)
IA
09/15/2014 - 04/18/2023
WELLS FARGO CLEARING SERVICES, LLC (DES MOINES IA)
IA
Issued 11/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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