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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Danielov is an investment advisor representative with Ameriprise Financial Services, LLC, licensed in Delaware and Texas. Kathryn has over 15 years of experience in the financial services industry. Kathryn is a registered representative and a Registered Investment Advisor. Kathryn has a Series 66 license and holds both Series 7 and Series 24 licenses. Kathryn's firm, Ameriprise Financial Services, LLC, is a large, well-established firm with assets under management of over $479 billion. Ameriprise Financial Services, LLC offers a wide range of financial services, including asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Kathryn's clients include high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Kathryn is a committed financial advisor dedicated to providing her clients with personalized financial advice and guidance.
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
DE
01/03/2019 - Present
Ameriprise Financial Services, LLC (WILMINGTON DE)
DE
09/26/2008 - 11/10/2015
AMERIPRISE FINANCIAL SERVICES, INC. (NEWARK DE)
BOTH
Issued 10/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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