Daniel B. Beck
Professional summary
Daniel Brian Beck is a registered financial professional currently at SS&C MARKET SERVICES, LLC located in Edina, Minnesota.
Daniel is registered as a RR (Registered Representative) and started their career in finance in 2003. Daniel has worked at 4 firms and has passed the Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Daniel Brian Beck's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 5, 2024 - Present
SS&C MARKET SERVICES, LLC
Office #1: 7650 Edinborough Way Suite 400, Edina, MN 55435August 12, 2015 - April 2, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
August 4, 2008 - April 2, 2024
AMERICAN ENTERPRISE INVESTMENT SERVICES INC.
December 4, 2003 - July 3, 2006
IDS LIFE INSURANCE COMPANY
December 4, 2003 - July 24, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
SS&C MARKET SERVICES, LLC
CRD#: 23568 / SEC#: , 8-40530
Contact information
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
Disclosures
| Regulatory Event | 1 |
Red Flags
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