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Mark James Danielson

American Enterprise Investment Services Inc.

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About Mark James Danielson

Mark Danielson is a financial advisor with American Enterprise Investment Services Inc. Mark has been in the financial services industry since 1983. Mark is registered with FINRA and holds Series 7 and Series 63 licenses. Mark is currently registered in Minnesota.

Firm Information

Mark Danielson is currently registered with American Enterprise Investment Services Inc.. American Enterprise Investment Services Inc. is a Corporation formed in April 1990, registered to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been approved for SEC registration and has been involved in 11 regulatory and civil disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Mark Danielson’s Registration & Firm History

MN

06/28/2021 - Present

American Enterprise Investment Services Inc. (Minneapolis MN)

MN

05/06/2011 - 06/28/2021

AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)

MN

01/03/2011 - 04/25/2011

WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)

MN

11/18/2010 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)

MN

04/23/1999 - 12/10/2009

NFP SECURITIES, INC. (VICTORIA MN)

MN

07/25/1995 - 04/29/1999

ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)

NY

03/31/1995 - 07/20/1995

FAHNESTOCK & CO., INC. (NEW YORK NY)

NY

03/23/1990 - 12/31/1994

FAHNESTOCK & CO., INC. (NEW YORK NY)

MO

12/23/1988 - 03/23/1990

B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)

NA

01/29/1986 - 12/23/1988

MORISON SECURITIES, INC.

NA

08/04/1983 - 12/20/1985

CONSOLIDATED RESOURCES, INC.

NA

12/11/1981 - 08/03/1983

FDI SECURITIES, INC.

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Licenses & Designations

BC

Issued 12/14/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark James Danielson.
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