Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willie? Claim Your ProfileWillie Daniels is a financial advisor registered with Ameriprise Financial Services, LLC. Willie has been in the industry for over 18 years and holds a Series 66 and Series 7 license as well as the Securities Industry Essentials Examination (SIE). Willie has been with Ameriprise Financial Services, LLC since 2020. Before joining Ameriprise, Willie was employed by IDS Life Insurance Company. Willie is registered with the states of Arizona, California, Colorado, District of Columbia, Florida, Georgia, Idaho, Illinois, Maryland, Michigan, Minnesota, Montana, Nebraska, Nevada, New York, North Carolina, Oregon, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, and Wisconsin.
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
WA
01/28/2005 - Present
Ameriprise Financial Services, LLC (Seattle WA)
MN
12/02/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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