Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathy? Claim Your ProfileKathy Danielson is a financial advisor with Ameriprise Financial Services, LLC. Kathy has been working in the financial services industry since 1999. Kathy is registered with the state of New Jersey and holds the following licenses: Series 6, 7, 63, and 66. Kathy has experience working at several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America Investment Services, Inc., Quick & Reilly, Inc., and First Union Brokerage Services, Inc.. Kathy offers a wide range of financial planning and investment services, including asset allocation, portfolio management, and retirement planning. Kathy is committed to providing her clients with personalized financial advice and guidance to help them reach their financial goals.
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
NJ
08/20/2018 - Present
Ameriprise Financial Services, LLC (SADDLE BROOK NJ)
NY
10/23/2009 - 11/29/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (GLEN ROCK NJ)
NY
05/02/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NC
11/09/1995 - 08/05/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 07/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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