Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Kassmir is a financial advisor with Ameriprise Financial Services, LLC. Danielle holds the Series 4, 6, 7, 24, and 63 licenses, demonstrating her experience and expertise in the financial industry. Danielle has been a licensed financial advisor since March 1997 and has also worked with American Enterprise Investment Services Inc. and IDS Life Insurance Company. Danielle has a long history of providing financial advice and services to individuals, businesses, and institutions.
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
03/18/1997 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
12/02/2010 - 11/28/2016
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
MN
03/18/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/04/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2011
Series 4 - Registered Options Principal Examination
BC
Issued 03/15/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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