Daniel Figueiredo (CRD# 6145145) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Liverpool, NY and has over 9 years of experience in the finance industry.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 4349306
Lpl Financial LLC
CRD# 1200413
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Liverpool, NY | Mar 2020 - Current | 4 |
| Ameriprise Financial Services Inc. | Liverpool, NY | Nov 2019 - Mar 2020 | < 1 |
| N/a | Syracuse, NY | Aug 2019 - Oct 2019 | < 1 |
| Peter Derrenbacker | E Syracuse, NY | Feb 2019 - Jul 2019 | < 1 |
| James Shields | E Syracuse, NY | Feb 2019 - Jul 2019 | < 1 |
| Northwestern Mutual Investment Services LLC | E Syracuse, NY | Feb 2019 - Jul 2019 | < 1 |
| Axa | Syracuse, NY | Sep 2014 - Feb 2019 | 4 |
| Bny Mellon | East Syracuse, NY | Nov 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- NY
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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