Daniel A Shontere - Financial Advisor, Ameriprise Financial Services, LLC
1819 Main Street, Sarasota, FL 34236
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
1819 Main St #1002, Sarasota, FL 34236, United States
About the Business
Daniel A Shontere is a financial advisor at Ameriprise Financial Services, LLC located at 1819 Main Street in Sarasota, Florida, United States. Daniel holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in various areas of finance, Daniel is dedicated to providing comprehensive and personalized financial planning services to clients.
Reviews
People Also Viewed
-
HD Money, Inc3322 Bee Ridge Rd, Sarasota, FL 34239, United States
-
PNC Financial Services Group1549 Ringling Blvd, Sarasota, FL 34236, United States
-
Crypto Tax Man2708 Butterfly Jasmine Trail, Sarasota, FL 34240, United States
-
Investor Friendly CPA4634 Country Manor Dr, Sarasota, FL 34233, United States
-
Frank A Planes - Financial Advisor, Ameriprise Financial Services, LLC6151 Lake Osprey Dr Ste 329, Sarasota, FL 34240, United States
-
Baacke Insurance & Financial Services7261 Delainey Ct, Sarasota, FL 34240, United States
-
JD Financial Solutions & Insurance Group, Inc.5319 Paylor Ln Suite 600, Sarasota, FL 34240, United States
-
Donald Johnson: Primerica - Financial Services7053 S Tamiami Trail f, Sarasota, FL 34231, United States
-
Prudential | Rich Swithers | Life Insurance & Financial Services401 N Cattlemen Rd #110, Sarasota, FL 34232, United States
-
Derek Ober - Northwestern Mutual2601 Cattlemen Rd, Sarasota, FL 34232, United States
-
New York Life Insurance Company - Nylife Securities LLC2639 Fruitville Rd Suite 204, Sarasota, FL 34237, United States
-
Gulf Coast Wealth Advisors: Jeff LaBelle2033 Main St SUITE 103, Sarasota, FL 34237, United States
-
Retirement Solutions 4 Life Inc2230 Greendale Dr, Sarasota, FL 34232, United States
-
The InCompass Group3277 Fruitville Rd, Sarasota, FL 34237, United States
-
Lone Star Wealth Management3277 Fruitville Rd Bldg F1, Sarasota, FL 34237, United States
-
LTC Financial Partners1325 S Portofino Dr #107, Sarasota, FL 34242, United States
-
Full Spectrum Financial Group306 N Rhodes Ave # 110, Sarasota, FL 34237, United States
-
Marin Services7626 N Tamiami Trail, Sarasota, FL 34243, United States
-
Affordable Tax Guy LLC4815 Lords Ave, Sarasota, FL 34231, United States
-
Wills, Trusts, Probate & Elder Law Firm, PLLC6751 Professional Pkwy W #104, Sarasota, FL 34240, United States
-
Law Office of Mary E. King, P.L.3389 Magic Oak Ln, Sarasota, FL 34232, United States
People also searched for
- Financial Advisor
- Audit & Consulting
- Asset Allocation Strategy
- Divorce Financial Analysis
- Divorce Financial Planning
- Estate Planning Attorney
- Estate Settlement Planning
- Estate Tax Consulting
- Financial Advisor Sarasota Fl
- Financial Independence Wealth
- Financial Planning Services Near Me
- Finanical Planning For Divorce
- Individual Retirement Accounts
- Investment Advisor Certification
- Investment Portfolio Diversification
- Investment Portfolio Management
- Investment Risk Management
- Investments Management Company
- Long Term Care Insurance
- Long Term Care Insurance Benefits
- Long Term Wealth Preservation
- Portfolio Optimization
- Retirement Account Options
- Retirement Planning Services
- Retirement Savings Plans
- Tax Planning Expertise
- Wealth Creation Strategies
- Wealth Management Firm
- Wealth Management Solutions
List of local businesses, places and services in Florida
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos